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

Evanson Financial’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 Q2	$2.4M	Buy	+28,269	New	+$2.36M	0.12%	91

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

Evanson Financial's AVGV Position: Q2 2026 in Review

Evanson Financial opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q2 2026: 28,269 shares worth $2.4M. The stake represents 0.12% of the portfolio and ranks #91 among its holdings.

31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Evanson Financial held 28,269 shares of Avantis All Equity Markets Value ETF worth $2.4M as of Q2 2026.
Avantis All Equity Markets Value ETF was a new Evanson Financial position in Q2 2026.
Avantis All Equity Markets Value ETF made up 0.12% of Evanson Financial's portfolio in Q2 2026, its #91 holding.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.