Commonwealth Equity Services’s Avantis All Equity Markets ETF AVGE Stock Holding History

Commonwealth Equity Services’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	$25.2M	Buy	254,389 +24,726	+11%	+$2.38M	0.03%	516
2026 Q1	$20.2M	Buy	229,663 +164,962	+255%	+$14.8M	0.03%	560
2025 Q4	$5.56M	Buy	64,701 +1,675	+3%	+$142K	0.01%	1245
2025 Q3	$5.26M	Buy	63,026 +1,957	+3%	+$158K	0.01%	1311
2025 Q2	$4.73M	Sell	61,069 -1,611	-3%	-$117K	0.01%	1361
2025 Q1	$4.46M	Buy	62,680 +2,058	+3%	+$151K	0.01%	1349
2024 Q4	$4.39M	Buy	60,622 +2,300	+4%	+$171K	0.01%	1321
2024 Q3	$4.31M	Buy	58,322 +3,779	+7%	+$268K	0.01%	1317
2024 Q2	$3.78M	Buy	54,543 +9,768	+22%	+$674K	0.01%	1357
2024 Q1	$3.13M	Buy	44,775 +3,408	+8%	+$225K	0.01%	1461
2023 Q4	$2.68M	Buy	41,367 +2,758	+7%	+$166K	﹤0.01%	1504
2023 Q3	$2.27M	Buy	38,609 +7,347	+24%	+$446K	﹤0.01%	1524
2023 Q2	$1.88M	Buy	31,262 +1,883	+6%	+$109K	﹤0.01%	1664
2023 Q1	$1.7M	Buy	29,379 +994	+4%	+$57.6K	﹤0.01%	1668
2022 Q4	$1.57M	Buy	+28,385	New	+$1.56M	﹤0.01%	1656

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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 Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Commonwealth Equity Services's AVGE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Avantis All Equity Markets ETF (AVGE) stake by 11% in Q2 2026, buying an estimated $2.38M and bringing the position to 254,389 shares worth $25.2M. The position accounts for 0.03% of the portfolio, ranked #516.

Commonwealth Equity Services first reported a position in AVGE in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Commonwealth Equity Services held 254,389 shares of Avantis All Equity Markets ETF worth $25.2M as of Q2 2026.
Commonwealth Equity Services bought 24,726 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $2.38M.
Avantis All Equity Markets ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #516 holding.
Commonwealth Equity Services first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 15 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.