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

NewEdge Advisors’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 		$1.13M Buy
13,255
+4,084
+45% +$341K ﹤0.01% 1583
2026
Q1 		$711K Buy
9,171
+5,136
+127% +$402K ﹤0.01% 1721
2025
Q4 		$295K Buy
+4,035
New +$288K ﹤0.01% 2317

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
BDWCC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $132M AUM
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MWML
M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewEdge Advisors's AVGV Position: Q2 2026 in Review

NewEdge Advisors increased its Avantis All Equity Markets Value ETF (AVGV) stake by 45% in Q2 2026, buying an estimated $341K and bringing the position to 13,255 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

NewEdge Advisors first reported a position in AVGV in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

  • NewEdge Advisors held 13,255 shares of Avantis All Equity Markets Value ETF worth $1.13M as of Q2 2026.
  • NewEdge Advisors bought 4,084 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $341K.
  • Avantis All Equity Markets Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1583 holding.
  • NewEdge Advisors first reported a position in Avantis All Equity Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

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