Focus Partners Wealth’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Focus Partners Wealth’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	$918K	Buy	10,793 +5,465	+103%	+$456K	﹤0.01%	1678
2026 Q1	$413K	Hold	5,328	–	–	﹤0.01%	2024
2025 Q4	$390K	Buy	5,328 +60	+1%	+$4.29K	﹤0.01%	2069
2025 Q3	$371K	Hold	5,268	–	–	﹤0.01%	1736
2025 Q2	$344K	Buy	5,268 +4	+0.1%	+$246	﹤0.01%	1608
2025 Q1	$320K	Buy	+5,264	New	+$327K	﹤0.01%	1542

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Focus Partners Wealth's AVGV Position: Q2 2026 in Review

Focus Partners Wealth increased its Avantis All Equity Markets Value ETF (AVGV) stake by 103% in Q2 2026, buying an estimated $456K and bringing the position to 10,793 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Focus Partners Wealth first reported a position in AVGV in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Focus Partners Wealth held 10,793 shares of Avantis All Equity Markets Value ETF worth $918K as of Q2 2026.
Focus Partners Wealth bought 5,465 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $456K.
Avantis All Equity Markets Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1678 holding.
Focus Partners Wealth first reported a position in Avantis All Equity Markets Value ETF in Q1 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.