MML Investors Services
AVGE icon

MML Investors Services’s Avantis All Equity Markets ETF AVGE Stock Holding History

MML Investors Services’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 		$241K Sell
2,428
-244
-9% -$23.5K ﹤0.01% 2971
2026
Q1 		$235K Buy
2,672
+166
+7% +$14.9K ﹤0.01% 2727
2025
Q4 		$215K Buy
+2,506
New +$212K ﹤0.01% 2846
2024
Q4 		– Sell
-4,835
Closed -$357K – 2665
2024
Q3 		$357K Buy
4,835
+118
+3% +$8.36K ﹤0.01% 2054
2024
Q2 		$327K Buy
+4,717
New +$326K ﹤0.01% 2029

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's AVGE Position: Q2 2026 in Review

MML Investors Services reduced its Avantis All Equity Markets ETF (AVGE) stake by 9.1% in Q2 2026, selling an estimated $23.5K and leaving 2,428 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

MML Investors Services first reported a position in AVGE in Q2 2024 and has held it in 5 quarters since. The position peaked at $357K in Q3 2024. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • MML Investors Services held 2,428 shares of Avantis All Equity Markets ETF worth $241K as of Q2 2026.
  • MML Investors Services sold 244 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $23.5K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2971 holding.
  • MML Investors Services first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 5 quarters since.
  • MML Investors Services's Avantis All Equity Markets ETF position peaked at $357K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.