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

LPL Financial’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Buy	31,487 +8,361	+36%	+$697K	﹤0.01%	3429
2026 Q1	$1.79M	Buy	23,126 +10,641	+85%	+$834K	﹤0.01%	3627
2025 Q4	$914K	Buy	12,485 +6,693	+116%	+$478K	﹤0.01%	4164
2025 Q3	$407K	Buy	+5,792	New	+$394K	﹤0.01%	4798

Other funds holding AVGV

MWP

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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

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

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

LPL Financial's AVGV Position: Q2 2026 in Review

LPL Financial increased its Avantis All Equity Markets Value ETF (AVGV) stake by 36% in Q2 2026, buying an estimated $697K and bringing the position to 31,487 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

LPL Financial first reported a position in AVGV in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

LPL Financial held 31,487 shares of Avantis All Equity Markets Value ETF worth $2.68M as of Q2 2026.
LPL Financial bought 8,361 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $697K.
Avantis All Equity Markets Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3429 holding.
LPL Financial first reported a position in Avantis All Equity Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

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