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Blue Trust Inc’s Avantis All Equity Markets ETF AVGE Stock Holding History

Blue Trust Inc’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$45 – 2458
2026
Q1 		$45 Hold
1
– – ﹤0.01% 2471
2025
Q4 		$44 Hold
1
– – ﹤0.01% 2510
2025
Q3 		$42 Hold
1
– – ﹤0.01% 2550
2025
Q2 		$39 Sell
1
-279
-100% -$20.3K ﹤0.01% 2428
2025
Q1 		$19.9K Hold
280
– – ﹤0.01% 1642
2024
Q4 		$20.2K Sell
280
-10
-3% -$744 ﹤0.01% 1593
2024
Q3 		$20.1K Buy
290
+3
+1% +$213 ﹤0.01% 1940
2024
Q2 		$20K Hold
287
– – ﹤0.01% 1657
2024
Q1 		$20K Buy
+287
New +$18.9K ﹤0.01% 1230

Other funds holding AVGE

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Blue Trust Inc's AVGE Position: Q2 2026 in Review

Blue Trust Inc sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Blue Trust Inc first reported a position in AVGE in Q1 2024 and held it in 9 quarters. The position peaked at $20.2K in Q4 2024. 40 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Blue Trust Inc reported no remaining Avantis All Equity Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 1 Avantis All Equity Markets ETF share in Q2 2026, an estimated $45.
  • Blue Trust Inc first reported a position in Avantis All Equity Markets ETF in Q1 2024 and held it in 9 quarters.
  • Blue Trust Inc's Avantis All Equity Markets ETF position peaked at $20.2K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.