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

Fonville 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
Q2 		$352K Buy
3,554
+264
+8% +$25.4K 0.06% 112
2026
Q1 		$290K Buy
3,290
+345
+12% +$31.1K 0.06% 108
2025
Q4 		$253K Buy
2,945
+217
+8% +$18.3K 0.05% 114
2025
Q3 		$228K Buy
2,728
+5
+0.2% +$403 0.05% 118
2025
Q2 		$211K Buy
+2,723
New +$198K 0.05% 120

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

Fonville Wealth Management's AVGE Position: Q2 2026 in Review

Fonville Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 8% in Q2 2026, buying an estimated $25.4K and bringing the position to 3,554 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #112.

Fonville Wealth Management first reported a position in AVGE in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Fonville Wealth Management held 3,554 shares of Avantis All Equity Markets ETF worth $352K as of Q2 2026.
  • Fonville Wealth Management bought 264 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $25.4K.
  • Avantis All Equity Markets ETF made up 0.06% of Fonville Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Fonville Wealth Management first reported a position in Avantis All Equity Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.