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NewEdge Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

NewEdge Advisors’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 		$35.5K Buy
358
+96
+37% +$9.24K ﹤0.01% 3208
2026
Q1 		$23.1K Hold
262
– – ﹤0.01% 3150
2025
Q4 		$22.5K Buy
262
+60
+30% +$5.07K ﹤0.01% 3220
2025
Q3 		$16.8K Hold
202
– – ﹤0.01% 3175
2025
Q2 		$15.7K Hold
202
– – ﹤0.01% 3037
2025
Q1 		$14.4K Hold
202
– – ﹤0.01% 2969
2024
Q4 		$14.6K Buy
+202
New +$15K ﹤0.01% 2904

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's AVGE Position: Q2 2026 in Review

NewEdge Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 37% in Q2 2026, buying an estimated $9.24K and bringing the position to 358 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

NewEdge Advisors first reported a position in AVGE in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • NewEdge Advisors held 358 shares of Avantis All Equity Markets ETF worth $35.5K as of Q2 2026.
  • NewEdge Advisors bought 96 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $9.24K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3208 holding.
  • NewEdge Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.