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 Q2	$114K	Buy	+1,345	New	+$112K	0.04%	185

Other funds holding AVGV

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

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

McCartney Wealth Management Clayton, Missouri $132M AUM

Evanson Financial Mclean, Virginia $2.04B AUM

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

Maimon Wealth Management Ra'anana, Israel $130M AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Mosley Wealth Management's AVGV Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q2 2026: 1,345 shares worth $114K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings.

17 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Mosley Wealth Management held 1,345 shares of Avantis All Equity Markets Value ETF worth $114K as of Q2 2026.
Avantis All Equity Markets Value ETF was a new Mosley Wealth Management position in Q2 2026.
Avantis All Equity Markets Value ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #185 holding.
17 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.