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CVA Family Office’s Avantis All Equity Markets ETF AVGE Stock Holding History

CVA Family Office’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 		$18.7K Hold
189
– – ﹤0.01% 837
2026
Q1 		$16.6K Hold
189
– – ﹤0.01% 852
2025
Q4 		$16.2K Hold
189
– – ﹤0.01% 725
2025
Q3 		$15.8K Hold
189
– – ﹤0.01% 741
2025
Q2 		$14.6K Hold
189
– – ﹤0.01% 747
2025
Q1 		$13.5K Hold
189
– – ﹤0.01% 751
2024
Q4 		$13.7K Sell
189
-29
-13% -$2.16K ﹤0.01% 740
2024
Q3 		$16.1K Sell
218
-91
-29% -$6.45K ﹤0.01% 682
2024
Q2 		$21.4K Buy
309
+1
+0.3% +$69 ﹤0.01% 628
2024
Q1 		$21.5K Hold
308
– – ﹤0.01% 627
2023
Q4 		$19.9K Buy
+308
New +$18.6K ﹤0.01% 627
2023
Q3 		– Sell
-307
Closed -$18.4K – 285
2023
Q2 		$18.4K Buy
307
+56
+22% +$3.25K ﹤0.01% 633
2023
Q1 		$14.5K Buy
+251
New +$14.6K ﹤0.01% 644

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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
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
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

CVA Family Office's AVGE Position: Q2 2026 in Review

CVA Family Office held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 189 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

CVA Family Office first reported a position in AVGE in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.5K in Q1 2024. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • CVA Family Office held 189 shares of Avantis All Equity Markets ETF worth $18.7K as of Q2 2026.
  • CVA Family Office left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #837 holding.
  • CVA Family Office first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 13 quarters since.
  • CVA Family Office's Avantis All Equity Markets ETF position peaked at $21.5K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.