LPL Financial
AVGE icon

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

LPL Financial’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 		$9.34M Buy
94,256
+4,603
+5% +$443K ﹤0.01% 2210
2026
Q1 		$7.89M Buy
89,653
+12,608
+16% +$1.13M ﹤0.01% 2207
2025
Q4 		$6.62M Buy
77,045
+1,369
+2% +$116K ﹤0.01% 2292
2025
Q3 		$6.31M Sell
75,676
-1,958
-3% -$158K ﹤0.01% 2267
2025
Q2 		$6.02M Buy
77,634
+5,322
+7% +$387K ﹤0.01% 2165
2025
Q1 		$5.15M Buy
72,312
+3,830
+6% +$281K ﹤0.01% 2129
2024
Q4 		$4.96M Sell
68,482
-543
-0.8% -$40.4K ﹤0.01% 2090
2024
Q3 		$5.1M Buy
69,025
+39
+0.1% +$2.76K ﹤0.01% 1973
2024
Q2 		$4.78M Buy
68,986
+12,602
+22% +$870K ﹤0.01% 1889
2024
Q1 		$3.94M Buy
56,384
+11,166
+25% +$737K ﹤0.01% 1966
2023
Q4 		$2.93M Buy
45,218
+9,333
+26% +$563K ﹤0.01% 2095
2023
Q3 		$2.11M Buy
35,885
+10,670
+42% +$647K ﹤0.01% 2245
2023
Q2 		$1.51M Buy
25,215
+19,678
+355% +$1.14M ﹤0.01% 2500
2023
Q1 		$320K Buy
+5,537
New +$321K ﹤0.01% 3685

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

LPL Financial's AVGE Position: Q2 2026 in Review

LPL Financial increased its Avantis All Equity Markets ETF (AVGE) stake by 5.1% in Q2 2026, buying an estimated $443K and bringing the position to 94,256 shares worth $9.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

LPL Financial first reported a position in AVGE in Q1 2023 and has held it in 14 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • LPL Financial held 94,256 shares of Avantis All Equity Markets ETF worth $9.34M as of Q2 2026.
  • LPL Financial bought 4,603 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $443K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2210 holding.
  • LPL Financial first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.