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 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

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

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

McCartney Wealth Management Clayton, Missouri $119M AUM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return