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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
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

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
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Greenspring Advisors's AVGE Position: Q2 2026 in Review

Greenspring Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 5% in Q2 2026, selling an estimated $843K and leaving 165,420 shares worth $16.4M. The position accounts for 0.91% of the portfolio, ranked #14.

Greenspring Advisors first reported a position in AVGE in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Greenspring Advisors held 165,420 shares of Avantis All Equity Markets ETF worth $16.4M as of Q2 2026.
  • Greenspring Advisors sold 8,756 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $843K.
  • Avantis All Equity Markets ETF made up 0.91% of Greenspring Advisors's portfolio in Q2 2026, its #14 holding.
  • Greenspring Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.