IFA
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Index Fund Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Index Fund 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
Q1 		$7.64M Buy
86,746
+10,665
+14% +$960K 0.34% 23
2025
Q4 		$6.54M Buy
76,081
+5,378
+8% +$455K 0.31% 24
2025
Q3 		$5.9M Buy
70,703
+2,537
+4% +$204K 0.29% 23
2025
Q2 		$5.28M Buy
68,166
+4,480
+7% +$325K 0.3% 17
2025
Q1 		$4.53M Sell
63,686
-3,177
-5% -$233K 0.28% 17
2024
Q4 		$4.84M Buy
66,863
+5,758
+9% +$429K 0.26% 17
2024
Q3 		$4.51M Buy
61,105
+1,168
+2% +$82.8K 0.24% 17
2024
Q2 		$4.15M Buy
59,937
+7,029
+13% +$485K 0.23% 17
2024
Q1 		$3.69M Buy
52,908
+8,124
+18% +$536K 0.2% 20
2023
Q4 		$2.9M Buy
44,784
+10,934
+32% +$659K 0.17% 21
2023
Q3 		$1.99M Buy
33,850
+5,491
+19% +$333K 0.13% 21
2023
Q2 		$1.7M Buy
28,359
+6,727
+31% +$391K 0.11% 24
2023
Q1 		$1.25M Buy
21,632
+14,644
+210% +$849K 0.09% 28
2022
Q4 		$388K Buy
+6,988
New +$385K 0.03% 55

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Index Fund Advisors's AVGE Position: Q1 2026 in Review

Index Fund Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 14% in Q1 2026, buying an estimated $960K and bringing the position to 86,746 shares worth $7.64M. The position accounts for 0.34% of the portfolio, ranked #23.

Index Fund Advisors first reported a position in AVGE in Q4 2022 and has held it in 14 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Index Fund Advisors held 86,746 shares of Avantis All Equity Markets ETF worth $7.64M as of Q1 2026.
  • Index Fund Advisors bought 10,665 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $960K.
  • Avantis All Equity Markets ETF made up 0.34% of Index Fund Advisors's portfolio in Q1 2026, its #23 holding.
  • Index Fund Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.