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Meredith Wealth Planning’s Avantis All Equity Markets ETF AVGE Stock Holding History

Meredith Wealth Planning’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 		$29.5M Buy
297,253
+18,652
+7% +$1.8M 6.95% 5
2026
Q1 		$24.5M Buy
278,601
+45,898
+20% +$4.13M 6.64% 5
2025
Q4 		$20M Buy
232,703
+72,141
+45% +$6.1M 5.95% 6
2025
Q3 		$13.4M Buy
160,562
+13,682
+9% +$1.1M 4.24% 8
2025
Q2 		$11.4M Buy
146,880
+45,659
+45% +$3.32M 4.13% 8
2025
Q1 		$7.21M Buy
101,221
+18,302
+22% +$1.34M 3.18% 10
2024
Q4 		$6M Buy
82,919
+30,450
+58% +$2.27M 2.67% 11
2024
Q3 		$3.88M Buy
52,469
+24,032
+85% +$1.7M 1.85% 11
2024
Q2 		$1.97M Buy
28,437
+2,199
+8% +$152K 1.03% 13
2024
Q1 		$1.83M Buy
26,238
+7,372
+39% +$487K 1.02% 13
2023
Q4 		$1.22M Buy
18,866
+1,622
+9% +$97.8K 0.76% 18
2023
Q3 		$1.02M Buy
17,244
+3,194
+23% +$194K 0.76% 18
2023
Q2 		$843K Buy
14,050
+933
+7% +$54.2K 0.69% 17
2023
Q1 		$758K Buy
+13,117
New +$761K 0.61% 18

Other funds holding AVGE

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

Meredith Wealth Planning's AVGE Position: Q2 2026 in Review

Meredith Wealth Planning increased its Avantis All Equity Markets ETF (AVGE) stake by 6.7% in Q2 2026, buying an estimated $1.8M and bringing the position to 297,253 shares worth $29.5M. The position accounts for 6.95% of the portfolio, ranked #5.

Meredith Wealth Planning 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.

  • Meredith Wealth Planning held 297,253 shares of Avantis All Equity Markets ETF worth $29.5M as of Q2 2026.
  • Meredith Wealth Planning bought 18,652 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $1.8M.
  • Avantis All Equity Markets ETF made up 6.95% of Meredith Wealth Planning's portfolio in Q2 2026, its #5 holding.
  • Meredith Wealth Planning 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 Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.