LG
AVGE icon

LAM Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

LAM Group’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 		$1.41M Buy
14,226
+1,235
+10% +$119K 0.7% 38
2026
Q1 		$1.14M Buy
12,991
+524
+4% +$47.2K 0.63% 40
2025
Q4 		$1.07M Buy
12,467
+96
+0.8% +$8.11K 0.61% 41
2025
Q3 		$1.03M Buy
12,371
+620
+5% +$49.9K 0.64% 37
2025
Q2 		$910K Buy
11,751
+696
+6% +$50.6K 0.61% 40
2025
Q1 		$787K Buy
11,055
+205
+2% +$15.1K 0.58% 43
2024
Q4 		$785K Buy
10,850
+1,685
+18% +$125K 0.56% 45
2024
Q3 		$677K Buy
9,165
+3,868
+73% +$274K 0.48% 52
2024
Q2 		$367K Buy
5,297
+609
+13% +$42K 0.31% 65
2024
Q1 		$327K Buy
4,688
+886
+23% +$58.5K 0.27% 67
2023
Q4 		$246K Buy
3,802
+165
+5% +$9.95K 0.22% 61
2023
Q3 		$214K Hold
3,637
– – 0.21% 58
2023
Q2 		$218K Buy
3,637
+283
+8% +$16.4K 0.2% 57
2023
Q1 		$194K Buy
3,354
+2,075
+162% +$120K 0.19% 57
2022
Q4 		$71K Buy
+1,279
New +$70.4K 0.07% 64

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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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

LAM Group's AVGE Position: Q2 2026 in Review

LAM Group increased its Avantis All Equity Markets ETF (AVGE) stake by 9.5% in Q2 2026, buying an estimated $119K and bringing the position to 14,226 shares worth $1.41M. The position accounts for 0.7% of the portfolio, ranked #38.

LAM Group first reported a position in AVGE in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • LAM Group held 14,226 shares of Avantis All Equity Markets ETF worth $1.41M as of Q2 2026.
  • LAM Group bought 1,235 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $119K.
  • Avantis All Equity Markets ETF made up 0.7% of LAM Group's portfolio in Q2 2026, its #38 holding.
  • LAM Group first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.