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Financial Plan Inc’s Avantis All Equity Markets ETF AVGE Stock Holding History

Financial Plan Inc’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
Q1 		$1.03M Buy
11,727
+1,229
+12% +$111K 0.11% 47
2025
Q4 		$902K Buy
+10,498
New +$887K 0.1% 48

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 $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Financial Plan Inc's AVGE Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis All Equity Markets ETF (AVGE) stake by 12% in Q1 2026, buying an estimated $111K and bringing the position to 11,727 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #47.

Financial Plan Inc first reported a position in AVGE in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Financial Plan Inc held 11,727 shares of Avantis All Equity Markets ETF worth $1.03M as of Q1 2026.
  • Financial Plan Inc bought 1,229 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $111K.
  • Avantis All Equity Markets ETF made up 0.11% of Financial Plan Inc's portfolio in Q1 2026, its #47 holding.
  • Financial Plan Inc first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.