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 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

PRRFG

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

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

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

Meredith Wealth Planning increased its Avantis All Equity Markets Value ETF (AVGV) stake by 15% in Q2 2026, buying an estimated $6.54M and bringing the position to 613,056 shares worth $52.1M. The position accounts for 12.3% of the portfolio, ranked #2.

Meredith Wealth Planning first reported a position in AVGV in Q3 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Meredith Wealth Planning held 613,056 shares of Avantis All Equity Markets Value ETF worth $52.1M as of Q2 2026.
Meredith Wealth Planning bought 78,479 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $6.54M.
Avantis All Equity Markets Value ETF made up 12.3% of Meredith Wealth Planning's portfolio in Q2 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 12 quarters since.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.