MWM
AVGE icon

Modera Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Modera Wealth Management’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
Q1 		$873K Buy
9,919
+517
+5% +$46.5K 0.01% 342
2025
Q4 		$808K Hold
9,402
– – 0.01% 362
2025
Q3 		$784K Buy
9,402
+116
+1% +$9.34K 0.01% 373
2025
Q2 		$719K Sell
9,286
-4,115
-31% -$299K 0.01% 375
2025
Q1 		$954K Buy
13,401
+1,774
+15% +$130K 0.01% 332
2024
Q4 		$841K Buy
+11,627
New +$866K 0.01% 358

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 $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Modera Wealth Management's AVGE Position: Q1 2026 in Review

Modera Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 5.5% in Q1 2026, buying an estimated $46.5K and bringing the position to 9,919 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #342.

Modera Wealth Management first reported a position in AVGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $954K in Q1 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Modera Wealth Management held 9,919 shares of Avantis All Equity Markets ETF worth $873K as of Q1 2026.
  • Modera Wealth Management bought 517 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $46.5K.
  • Avantis All Equity Markets ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #342 holding.
  • Modera Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Modera Wealth Management's Avantis All Equity Markets ETF position peaked at $954K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.