Envestnet Asset Management
AVGE icon

Envestnet Asset Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Envestnet Asset Management’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 		$757K Buy
7,640
+1,418
+23% +$136K ﹤0.01% 3801
2026
Q1 		$548K Buy
6,222
+730
+13% +$65.7K ﹤0.01% 3869
2025
Q4 		$472K Buy
5,492
+123
+2% +$10.4K ﹤0.01% 3744
2025
Q3 		$448K Buy
5,369
+176
+3% +$14.2K ﹤0.01% 3838
2025
Q2 		$402K Buy
5,193
+371
+8% +$26.9K ﹤0.01% 3860
2025
Q1 		$343K Buy
4,822
+2
+0% +$147 ﹤0.01% 3841
2024
Q4 		$349K Sell
4,820
-2,097
-30% -$156K ﹤0.01% 3805
2024
Q3 		$511K Buy
6,917
+290
+4% +$20.6K ﹤0.01% 3533
2024
Q2 		$459K Buy
6,627
+1,993
+43% +$138K ﹤0.01% 3508
2024
Q1 		$324K Buy
+4,634
New +$306K ﹤0.01% 3684

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

Envestnet Asset Management's AVGE Position: Q2 2026 in Review

Envestnet Asset Management increased its Avantis All Equity Markets ETF (AVGE) stake by 23% in Q2 2026, buying an estimated $136K and bringing the position to 7,640 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #3801.

Envestnet Asset Management first reported a position in AVGE in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Envestnet Asset Management held 7,640 shares of Avantis All Equity Markets ETF worth $757K as of Q2 2026.
  • Envestnet Asset Management bought 1,418 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $136K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3801 holding.
  • Envestnet Asset Management first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.