Mosley Wealth Management
AVGV icon

Mosley Wealth Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Mosley Wealth Management’s Portfolio AVGV Stock Details AVGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$123K Buy
1,441
+96
+7% +$8.32K 0.04% 198
2026
Q2 		$114K Buy
+1,345
New +$112K 0.04% 185

Other funds holding AVGV

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
M Wealth Management LLC
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Mosley Wealth Management's AVGV Position: Q3 2026 in Review

Mosley Wealth Management increased its Avantis All Equity Markets Value ETF (AVGV) stake by 7.1% in Q3 2026, buying an estimated $8.32K and bringing the position to 1,441 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #198.

Mosley Wealth Management first reported a position in AVGV in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

  • Mosley Wealth Management held 1,441 shares of Avantis All Equity Markets Value ETF worth $123K as of Q3 2026.
  • Mosley Wealth Management bought 96 Avantis All Equity Markets Value ETF shares in Q3 2026, an estimated $8.32K.
  • Avantis All Equity Markets Value ETF made up 0.04% of Mosley Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Mosley Wealth Management first reported a position in Avantis All Equity Markets Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.