Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$1M Sell
11,407
-201
-2% -$18.1K ﹤0.01% 2163
2025
Q4 		$997K Sell
11,608
-361
-3% -$30.5K ﹤0.01% 2096
2025
Q3 		$998K Buy
11,969
+978
+9% +$78.7K ﹤0.01% 2058
2025
Q2 		$852K Sell
10,991
-619
-5% -$45K ﹤0.01% 2079
2025
Q1 		$827K Buy
11,610
+647
+6% +$47.5K ﹤0.01% 2013
2024
Q4 		$793K Buy
10,963
+598
+6% +$44.5K ﹤0.01% 2049
2024
Q3 		$766K Buy
10,365
+4,586
+79% +$325K ﹤0.01% 2063
2024
Q2 		$401K Buy
5,779
+1,048
+22% +$72.3K ﹤0.01% 2471
2024
Q1 		$330K Buy
+4,731
New +$312K ﹤0.01% 2627

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Cambridge Investment Research Advisors's AVGE Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 1.7% in Q1 2026, selling an estimated $18.1K and leaving 11,407 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Cambridge Investment Research Advisors first reported a position in AVGE in Q1 2024 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Cambridge Investment Research Advisors held 11,407 shares of Avantis All Equity Markets ETF worth $1M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 201 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $18.1K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2163 holding.
  • Cambridge Investment Research Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 9 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.