EntreWealth’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

EntreWealth’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
2026 Q3	$867K	Sell	10,274 -713	-6%	-$61.8K	0.31%	64
2026 Q2	$961K	Buy	10,987 +1,425	+15%	+$119K	0.36%	60
2026 Q1	$741K	Buy	9,562 +3,755	+65%	+$294K	0.33%	54
2025 Q4	$469K	Buy	5,807 +55	+1%	+$3.93K	0.21%	69
2025 Q3	$405K	Buy	5,752 +1,564	+37%	+$106K	0.21%	67
2025 Q2	$273K	Buy	+4,188	New	+$258K	0.19%	56

Other funds holding AVGV

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

McCarthy Asset Management Redwood Shores, California $209M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

EntreWealth's AVGV Position: Q3 2026 in Review

EntreWealth reduced its Avantis All Equity Markets Value ETF (AVGV) stake by 6.5% in Q3 2026, selling an estimated $61.8K and leaving 10,274 shares worth $867K. The position accounts for 0.31% of the portfolio, ranked #64.

EntreWealth first reported a position in AVGV in Q2 2025 and has held it in 6 quarters since. The position peaked at $961K in Q2 2026. 15 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

EntreWealth held 10,274 shares of Avantis All Equity Markets Value ETF worth $867K as of Q3 2026.
EntreWealth sold 713 Avantis All Equity Markets Value ETF shares in Q3 2026, an estimated $61.8K.
Avantis All Equity Markets Value ETF made up 0.31% of EntreWealth's portfolio in Q3 2026, its #64 holding.
EntreWealth first reported a position in Avantis All Equity Markets Value ETF in Q2 2025 and has held it in 6 quarters since.
EntreWealth's Avantis All Equity Markets Value ETF position peaked at $961K in Q2 2026.
15 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.