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 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

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's AVGE Position: Q2 2026 in Review

Modera Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 47% in Q2 2026, buying an estimated $448K and bringing the position to 14,569 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #302.

Modera Wealth Management first reported a position in AVGE in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Modera Wealth Management held 14,569 shares of Avantis All Equity Markets ETF worth $1.44M as of Q2 2026.
Modera Wealth Management bought 4,650 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $448K.
Avantis All Equity Markets ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #302 holding.
Modera Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.