BIP Wealth’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

BIP Wealth’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$792K	Buy	+9,387	New	+$813K	0.02%	306

Other funds holding AVGV

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

McCarthy Asset Management Redwood Shores, California $209M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

BIP Wealth's AVGV Position: Q3 2026 in Review

BIP Wealth opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q3 2026: 9,387 shares worth $792K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

14 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

BIP Wealth held 9,387 shares of Avantis All Equity Markets Value ETF worth $792K as of Q3 2026.
Avantis All Equity Markets Value ETF was a new BIP Wealth position in Q3 2026.
Avantis All Equity Markets Value ETF made up 0.02% of BIP Wealth's portfolio in Q3 2026, its #306 holding.
14 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.