FWM
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FMB Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

FMB Wealth 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
Q1 		$5.46M Sell
61,992
-788
-1% -$70.9K 2.26% 12
2025
Q4 		$5.39M Buy
62,780
+205
+0.3% +$17.3K 2.13% 13
2025
Q3 		$5.22M Sell
62,575
-6
-0% -$483 2.21% 13
2025
Q2 		$4.85M Buy
62,581
+1,797
+3% +$131K 2.31% 13
2025
Q1 		$4.33M Buy
60,784
+121
+0.2% +$8.89K 2.39% 12
2024
Q4 		$4.39M Buy
60,663
+27
+0% +$2.01K 2.47% 12
2024
Q3 		$4.48M Buy
60,636
+66
+0.1% +$4.68K 2.53% 12
2024
Q2 		$4.2M Sell
60,570
-1,025
-2% -$70.7K 3.19% 9
2024
Q1 		$4.3M Buy
61,595
+58,501
+1,891% +$3.86M 3.43% 11
2023
Q4 		$200K Buy
+3,094
New +$187K 0.18% 62

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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 $377B AUM 19.32% 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

FMB Wealth Management's AVGE Position: Q1 2026 in Review

FMB Wealth Management reduced its Avantis All Equity Markets ETF (AVGE) stake by 1.3% in Q1 2026, selling an estimated $70.9K and leaving 61,992 shares worth $5.46M. The position accounts for 2.26% of the portfolio, ranked #12.

FMB Wealth Management first reported a position in AVGE in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • FMB Wealth Management held 61,992 shares of Avantis All Equity Markets ETF worth $5.46M as of Q1 2026.
  • FMB Wealth Management sold 788 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $70.9K.
  • Avantis All Equity Markets ETF made up 2.26% of FMB Wealth Management's portfolio in Q1 2026, its #12 holding.
  • FMB Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.