Greenspring Advisors
AVGE icon

Greenspring Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Greenspring Advisors’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
Q3 		$16.2M Sell
164,964
-456
-0.3% -$45.6K 0.73% 19
2026
Q2 		$16.4M Sell
165,420
-8,756
-5% -$843K 0.91% 14
2026
Q1 		$15.3M Sell
174,176
-100
-0.1% -$9K 0.93% 14
2025
Q4 		$15M Buy
+174,276
New +$14.7M 0.92% 15

Other funds holding AVGE

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

Greenspring Advisors's AVGE Position: Q3 2026 in Review

Greenspring Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 0.28% in Q3 2026, selling an estimated $45.6K and leaving 164,964 shares worth $16.2M. The position accounts for 0.73% of the portfolio, ranked #19.

Greenspring Advisors first reported a position in AVGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.4M in Q2 2026. 139 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Greenspring Advisors held 164,964 shares of Avantis All Equity Markets ETF worth $16.2M as of Q3 2026.
  • Greenspring Advisors sold 456 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $45.6K.
  • Avantis All Equity Markets ETF made up 0.73% of Greenspring Advisors's portfolio in Q3 2026, its #19 holding.
  • Greenspring Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • Greenspring Advisors's Avantis All Equity Markets ETF position peaked at $16.4M in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.