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Cary Street Partners Investment Advisory’s Avantis All Equity Markets ETF AVGE Stock Holding History

Cary Street Partners Investment Advisory’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 		$209K Buy
+2,110
New +$203K 0.04% 367

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
IC
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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's AVGE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 2,110 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #367 among its holdings.

120 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,110 shares of Avantis All Equity Markets ETF worth $209K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #367 holding.
  • 120 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.