HNWA
AVGE icon

Henrickson Nauta Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Henrickson Nauta Wealth 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 		$209K Sell
2,104
-189
-8% -$18.2K 0.05% 114
2026
Q1 		$202K Sell
2,293
-2,425
-51% -$218K 0.06% 102
2025
Q4 		$417K Buy
+4,718
New +$399K 0.06% 83

Other funds holding AVGE

FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's AVGE Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 8.2% in Q2 2026, selling an estimated $18.2K and leaving 2,104 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #114.

Henrickson Nauta Wealth Advisors first reported a position in AVGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q4 2025. 31 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 2,104 shares of Avantis All Equity Markets ETF worth $209K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 189 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $18.2K.
  • Avantis All Equity Markets ETF made up 0.05% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Henrickson Nauta Wealth Advisors's Avantis All Equity Markets ETF position peaked at $417K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.