Intelligent Financial Strategies’s Avantis All Equity Markets ETF AVGE Stock Holding History

Intelligent Financial Strategies’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	$6.39M	Sell	64,521 -310	-0.5%	-$29.8K	3.08%	7
2026 Q1	$5.71M	Sell	64,831 -463	-0.7%	-$41.7K	2.97%	7
2025 Q4	$5.61M	Sell	65,294 -6	-0%	-$507	2.7%	7
2025 Q3	$5.45M	Sell	65,300 -21	-0%	-$1.69K	2.65%	7
2025 Q2	$5.06M	Sell	65,321 -3,522	-5%	-$256K	2.69%	6
2025 Q1	$4.9M	Hold	68,843	–	–	2.56%	5
2024 Q4	$4.98M	Sell	68,843 -1,593	-2%	-$119K	2.76%	5
2024 Q3	$5.2M	Sell	70,436 -1,462	-2%	-$104K	2.87%	4
2024 Q2	$4.98M	Sell	71,898 -1,963	-3%	-$135K	3.07%	4
2024 Q1	$5.16M	Sell	73,861 -28,554	-28%	-$1.88M	3.2%	4
2023 Q4	$6.63M	Sell	102,415 -35,466	-26%	-$2.14M	4.64%	4
2023 Q3	$8.11M	Sell	137,881 -1,015	-0.7%	-$61.6K	6.01%	3
2023 Q2	$8.34M	Sell	138,896 -13,496	-9%	-$784K	6.08%	3
2023 Q1	$8.81M	Sell	152,392 -37,725	-20%	-$2.19M	6.91%	3
2022 Q4	$10.6M	Buy	190,117 +113,272	+147%	+$6.23M	8.89%	3
2022 Q3	$3.84M	Buy	+76,845	New	+$3.85M	4.02%	7

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intelligent Financial Strategies's AVGE Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Avantis All Equity Markets ETF (AVGE) stake by 0.48% in Q2 2026, selling an estimated $29.8K and leaving 64,521 shares worth $6.39M. The position accounts for 3.08% of the portfolio, ranked #7.

Intelligent Financial Strategies first reported a position in AVGE in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q4 2022. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Intelligent Financial Strategies held 64,521 shares of Avantis All Equity Markets ETF worth $6.39M as of Q2 2026.
Intelligent Financial Strategies sold 310 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $29.8K.
Avantis All Equity Markets ETF made up 3.08% of Intelligent Financial Strategies's portfolio in Q2 2026, its #7 holding.
Intelligent Financial Strategies first reported a position in Avantis All Equity Markets ETF in Q3 2022 and has held it in 16 quarters since.
Intelligent Financial Strategies's Avantis All Equity Markets ETF position peaked at $10.6M in Q4 2022.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.