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Foster & Motley’s Avantis All Equity Markets ETF AVGE Stock Holding History

Foster & Motley’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 		$534K Buy
5,389
+73
+1% +$7.03K 0.02% 315
2026
Q1 		$468K Buy
5,316
+592
+13% +$53.3K 0.02% 306
2025
Q4 		$406K Buy
4,724
+823
+21% +$69.6K 0.02% 312
2025
Q3 		$325K Buy
3,901
+256
+7% +$20.6K 0.02% 336
2025
Q2 		$282K Sell
3,645
-946
-21% -$68.7K 0.02% 351
2025
Q1 		$327K Sell
4,591
-288
-6% -$21.2K 0.02% 321
2024
Q4 		$353K Buy
4,879
+670
+16% +$49.9K 0.02% 315
2024
Q3 		$311K Buy
4,209
+783
+23% +$55.5K 0.02% 330
2024
Q2 		$237K Buy
+3,426
New +$236K 0.02% 357

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

Foster & Motley's AVGE Position: Q2 2026 in Review

Foster & Motley increased its Avantis All Equity Markets ETF (AVGE) stake by 1.4% in Q2 2026, buying an estimated $7.03K and bringing the position to 5,389 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #315.

Foster & Motley first reported a position in AVGE in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Foster & Motley held 5,389 shares of Avantis All Equity Markets ETF worth $534K as of Q2 2026.
  • Foster & Motley bought 73 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $7.03K.
  • Avantis All Equity Markets ETF made up 0.02% of Foster & Motley's portfolio in Q2 2026, its #315 holding.
  • Foster & Motley first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.