GRP
AVGE icon

Global Retirement Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Global Retirement Partners’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 		$14K Buy
+141
New +$13.6K ﹤0.01% 3247
2025
Q4 		$12.1K Buy
141
+1
+0.7% +$85 ﹤0.01% 3084
2025
Q3 		$11.7K Hold
140
– – ﹤0.01% 2630
2025
Q2 		$10.9K Buy
+140
New +$10.2K ﹤0.01% 2578
2024
Q4 		$3.69K Buy
+51
New +$3.8K ﹤0.01% 2829

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

Global Retirement Partners's AVGE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 141 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #3247 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVGE as recently as Q4 2025.

Global Retirement Partners first reported a position in AVGE in Q4 2024 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Global Retirement Partners held 141 shares of Avantis All Equity Markets ETF worth $14K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3247 holding.
  • Global Retirement Partners first reported a position in Avantis All Equity Markets ETF in Q4 2024 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.