Moisand Fitzgerald Tamayo’s Avantis All Equity Markets ETF AVGE Stock Holding History

Moisand Fitzgerald Tamayo’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	$74.2K	Buy	749 +16	+2%	+$1.54K	0.01%	182
2026 Q1	$64.5K	Buy	733 +16	+2%	+$1.44K	0.01%	178
2025 Q4	$61.6K	Sell	717 -4	-0.6%	-$338	0.01%	178
2025 Q3	$60.1K	Buy	721 +10	+1%	+$805	0.01%	180
2025 Q2	$55.1K	Buy	711 +6	+0.9%	+$436	0.01%	185
2025 Q1	$50.2K	Sell	705 -26	-4%	-$1.91K	0.01%	187
2024 Q4	$52.9K	Buy	731 +55	+8%	+$4.09K	0.01%	179
2024 Q3	$49.9K	Buy	676 +51	+8%	+$3.62K	0.01%	194
2024 Q2	$43.3K	Buy	625 +11	+2%	+$759	0.01%	191
2024 Q1	$42.9K	Buy	614 +27	+5%	+$1.78K	0.01%	193
2023 Q4	$38K	Buy	587 +543	+1,234%	+$32.7K	0.01%	201
2023 Q3	$2.59K	Buy	44 +4	+10%	+$243	﹤0.01%	520
2023 Q2	$2.4K	Buy	+40	New	+$2.32K	﹤0.01%	513

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

Moisand Fitzgerald Tamayo's AVGE Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Avantis All Equity Markets ETF (AVGE) stake by 2.2% in Q2 2026, buying an estimated $1.54K and bringing the position to 749 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #182.

Moisand Fitzgerald Tamayo first reported a position in AVGE in Q2 2023 and has held it in 13 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Moisand Fitzgerald Tamayo held 749 shares of Avantis All Equity Markets ETF worth $74.2K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 16 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $1.54K.
Avantis All Equity Markets ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #182 holding.
Moisand Fitzgerald Tamayo first reported a position in Avantis All Equity Markets ETF in Q2 2023 and has held it in 13 quarters since.
160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.