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

Modern 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	$333K	Sell	3,357 -15,975	-83%	-$1.54M	﹤0.01%	849
2026 Q1	$1.71M	Sell	19,332 -1,576	-8%	-$142K	0.03%	327
2025 Q4	$1.8M	Buy	20,908 +166	+0.8%	+$14K	0.03%	313
2025 Q3	$1.73M	Buy	20,742 +609	+3%	+$49K	0.03%	302
2025 Q2	$1.56M	Sell	20,133 -478	-2%	-$34.7K	0.04%	299
2025 Q1	$1.47M	Sell	20,611 -722	-3%	-$53K	0.05%	252
2024 Q4	$1.54M	Sell	21,333 -196,759	-90%	-$14.6M	0.06%	209
2024 Q3	$20.5M	Buy	+218,092	New	+$15.5M	1.26%	16

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

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

Modern Wealth Management reduced its Avantis All Equity Markets ETF (AVGE) stake by 83% in Q2 2026, selling an estimated $1.54M and leaving 3,357 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Modern Wealth Management first reported a position in AVGE in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.5M in Q3 2024. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Modern Wealth Management held 3,357 shares of Avantis All Equity Markets ETF worth $333K as of Q2 2026.
Modern Wealth Management sold 15,975 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $1.54M.
Avantis All Equity Markets ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #849 holding.
Modern Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 8 quarters since.
Modern Wealth Management's Avantis All Equity Markets ETF position peaked at $20.5M in Q3 2024.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.