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Essential Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Essential Partners’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 		$11K Buy
111
+11
+11% +$1.06K 0.01% 1184
2026
Q1 		$8.8K Hold
100
– – ﹤0.01% 1321
2025
Q4 		$8.59K Hold
100
– – ﹤0.01% 1215
2025
Q3 		$8.34K Hold
100
– – ﹤0.01% 1233
2025
Q2 		$7.75K Buy
+100
New +$7.26K ﹤0.01% 921

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

Essential Partners's AVGE Position: Q2 2026 in Review

Essential Partners increased its Avantis All Equity Markets ETF (AVGE) stake by 11% in Q2 2026, buying an estimated $1.06K and bringing the position to 111 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1184.

Essential Partners first reported a position in AVGE in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Essential Partners held 111 shares of Avantis All Equity Markets ETF worth $11K as of Q2 2026.
  • Essential Partners bought 11 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $1.06K.
  • Avantis All Equity Markets ETF made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1184 holding.
  • Essential Partners first reported a position in Avantis All Equity Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.