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
Q2 		$1.19M Buy
12,014
+607
+5% +$58.4K ﹤0.01% 2141
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 $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors's AVGE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 5.3% in Q2 2026, buying an estimated $58.4K and bringing the position to 12,014 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Cambridge Investment Research Advisors first reported a position in AVGE in Q1 2024 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Cambridge Investment Research Advisors held 12,014 shares of Avantis All Equity Markets ETF worth $1.19M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 607 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $58.4K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2141 holding.
  • Cambridge Investment Research Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.