Merit Financial Group
AVGE icon

Merit Financial Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

Merit Financial Group’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 		$578K Buy
5,879
+3,639
+162% +$364K ﹤0.01% 1488
2026
Q2 		$222K Buy
+2,240
New +$216K ﹤0.01% 2038

Other funds holding AVGE

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Merit Financial Group's AVGE Position: Q3 2026 in Review

Merit Financial Group increased its Avantis All Equity Markets ETF (AVGE) stake by 162% in Q3 2026, buying an estimated $364K and bringing the position to 5,879 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Merit Financial Group first reported a position in AVGE in Q2 2026 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Merit Financial Group held 5,879 shares of Avantis All Equity Markets ETF worth $578K as of Q3 2026.
  • Merit Financial Group bought 3,639 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $364K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1488 holding.
  • Merit Financial Group first reported a position in Avantis All Equity Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.