MWP
AVGE icon

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
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 $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return