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

Meredith Wealth Planning’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
Q3 		$57.3M Buy
679,434
+66,378
+11% +$5.75M 14.31% 2
2026
Q2 		$52.1M Buy
613,056
+78,479
+15% +$6.54M 12.3% 2
2026
Q1 		$41.5M Buy
534,577
+74,314
+16% +$5.82M 11.23% 3
2025
Q4 		$33.7M Buy
460,263
+5,063
+1% +$362K 10.03% 2
2025
Q3 		$32M Buy
455,200
+32,851
+8% +$2.24M 10.15% 3
2025
Q2 		$27.5M Buy
422,349
+27,013
+7% +$1.66M 10% 3
2025
Q1 		$24M Buy
395,336
+12,802
+3% +$795K 10.6% 3
2024
Q4 		$23.3M Buy
382,534
+33,098
+9% +$2.09M 10.4% 3
2024
Q3 		$21.9M Buy
349,436
+5,373
+2% +$324K 10.47% 3
2024
Q2 		$20.3M Buy
344,063
+55,706
+19% +$3.31M 10.62% 3
2024
Q1 		$17.4M Buy
288,357
+29,545
+11% +$1.68M 9.72% 4
2023
Q4 		$14.5M Buy
258,812
+227,981
+739% +$11.9M 9.03% 4
2023
Q3 		$1.58M Buy
+30,831
New +$1.61M 1.17% 12

Other funds holding AVGV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

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

Meredith Wealth Planning increased its Avantis All Equity Markets Value ETF (AVGV) stake by 11% in Q3 2026, buying an estimated $5.75M and bringing the position to 679,434 shares worth $57.3M. The position accounts for 14.31% of the portfolio, ranked #2.

Meredith Wealth Planning first reported a position in AVGV in Q3 2023 and has held it in 13 quarters since. 8 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

  • Meredith Wealth Planning held 679,434 shares of Avantis All Equity Markets Value ETF worth $57.3M as of Q3 2026.
  • Meredith Wealth Planning bought 66,378 Avantis All Equity Markets Value ETF shares in Q3 2026, an estimated $5.75M.
  • Avantis All Equity Markets Value ETF made up 14.31% of Meredith Wealth Planning's portfolio in Q3 2026, its #2 holding.
  • Meredith Wealth Planning first reported a position in Avantis All Equity Markets Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 8 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

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