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 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

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return