N.E.W. Advisory Services’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

N.E.W. Advisory Services’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	$4.91K	Buy	+58	New	+$5.02K	﹤0.01%	760

Other funds holding AVGV

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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

N.E.W. Advisory Services's AVGV Position: Q3 2026 in Review

N.E.W. Advisory Services opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q3 2026: 58 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

32 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

N.E.W. Advisory Services held 58 shares of Avantis All Equity Markets Value ETF worth $4.91K as of Q3 2026.
Avantis All Equity Markets Value ETF was a new N.E.W. Advisory Services position in Q3 2026.
Avantis All Equity Markets Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #760 holding.
32 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.