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 Q3	$1.27M	Sell	12,950 -1,619	-11%	-$162K	0.01%	320
2026 Q2	$1.44M	Buy	14,569 +4,650	+47%	+$448K	0.02%	302
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

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Modera Wealth Management's AVGE Position: Q3 2026 in Review

Modera Wealth Management reduced its Avantis All Equity Markets ETF (AVGE) stake by 11% in Q3 2026, selling an estimated $162K and leaving 12,950 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #320.

Modera Wealth Management first reported a position in AVGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q2 2026. 70 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Modera Wealth Management held 12,950 shares of Avantis All Equity Markets ETF worth $1.27M as of Q3 2026.
Modera Wealth Management sold 1,619 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $162K.
Avantis All Equity Markets ETF made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #320 holding.
Modera Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 8 quarters since.
Modera Wealth Management's Avantis All Equity Markets ETF position peaked at $1.44M in Q2 2026.
70 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.