EWA
AVGE icon

EverSource Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

EverSource Wealth Advisors’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 		$287K Buy
2,900
+29
+1% +$2.79K 0.01% 822
2026
Q1 		$253K Buy
2,871
+66
+2% +$5.94K 0.01% 926
2025
Q4 		$241K Buy
2,805
+128
+5% +$10.8K 0.01% 862
2025
Q3 		$223K Buy
2,677
+141
+6% +$11.4K 0.01% 852
2025
Q2 		$197K Buy
2,536
+73
+3% +$5.3K 0.01% 867
2025
Q1 		$175K Buy
2,463
+648
+36% +$47.6K 0.01% 705
2024
Q4 		$131K Buy
1,815
+812
+81% +$60.5K 0.01% 820
2024
Q3 		$74.1K Buy
1,003
+244
+32% +$17.3K ﹤0.01% 903
2024
Q2 		$54.4K Buy
759
+48
+7% +$3.31K ﹤0.01% 1049
2024
Q1 		$47.6K Buy
711
+89
+14% +$5.87K ﹤0.01% 1000
2023
Q4 		$40.3K Buy
622
+38
+7% +$2.29K ﹤0.01% 983
2023
Q3 		$34.3K Buy
+584
New +$35.4K ﹤0.01% 946

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

EverSource Wealth Advisors's AVGE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 1% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,900 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #822.

EverSource Wealth Advisors first reported a position in AVGE in Q3 2023 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • EverSource Wealth Advisors held 2,900 shares of Avantis All Equity Markets ETF worth $287K as of Q2 2026.
  • EverSource Wealth Advisors bought 29 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $2.79K.
  • Avantis All Equity Markets ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #822 holding.
  • EverSource Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.