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Cloud Capital Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Cloud Capital Management’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
2025
Q4 		– Sell
-1,032
Closed -$72K – 223
2025
Q3 		$72K Buy
+1,032
New +$70.2K 0.04% 155

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $132M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Cloud Capital Management's AVGV Position: Q4 2025 in Review

Cloud Capital Management sold out of Avantis All Equity Markets Value ETF (AVGV) in Q4 2025, closing a stake of 1,032 shares — an estimated $72K sold.

Cloud Capital Management first reported a position in AVGV in Q3 2025 and held it in 1 quarter. The position peaked at $72K in Q3 2025. 22 funds tracked by Wall St. Rank hold AVGV as of Q4 2025.

  • Cloud Capital Management reported no remaining Avantis All Equity Markets Value ETF position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 1,032 Avantis All Equity Markets Value ETF shares in Q4 2025, an estimated $72K.
  • Cloud Capital Management first reported a position in Avantis All Equity Markets Value ETF in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Avantis All Equity Markets Value ETF position peaked at $72K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.