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 Q3	$30.3M	Buy	307,689 +10,436	+4%	+$1.04M	7.55%	4
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

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

PAM

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Meredith Wealth Planning's AVGE Position: Q3 2026 in Review

Meredith Wealth Planning increased its Avantis All Equity Markets ETF (AVGE) stake by 3.5% in Q3 2026, buying an estimated $1.04M and bringing the position to 307,689 shares worth $30.3M. The position accounts for 7.55% of the portfolio, ranked #4.

Meredith Wealth Planning first reported a position in AVGE in Q1 2023 and has held it in 15 quarters since. 33 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Meredith Wealth Planning held 307,689 shares of Avantis All Equity Markets ETF worth $30.3M as of Q3 2026.
Meredith Wealth Planning bought 10,436 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $1.04M.
Avantis All Equity Markets ETF made up 7.55% of Meredith Wealth Planning's portfolio in Q3 2026, its #4 holding.
Meredith Wealth Planning first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 15 quarters since.
33 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.