MFG
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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
Q2 		$222K Buy
+2,240
New +$216K ﹤0.01% 2038

Other funds holding AVGE

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Merit Financial Group's AVGE Position: Q2 2026 in Review

Merit Financial Group opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 2,240 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2038 among its holdings.

41 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Merit Financial Group held 2,240 shares of Avantis All Equity Markets ETF worth $222K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Merit Financial Group position in Q2 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2038 holding.
  • 41 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.