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 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 $809M AUM 19.33% 1-Year Est. Return

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

MWM

McCartney Wealth Management Clayton, Missouri $119M AUM

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NewEdge Advisors's AVGV Position: Q1 2026 in Review

NewEdge Advisors increased its Avantis All Equity Markets Value ETF (AVGV) stake by 127% in Q1 2026, buying an estimated $402K and bringing the position to 9,171 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

NewEdge Advisors first reported a position in AVGV in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold AVGV as of Q1 2026.

NewEdge Advisors held 9,171 shares of Avantis All Equity Markets Value ETF worth $711K as of Q1 2026.
NewEdge Advisors bought 5,136 Avantis All Equity Markets Value ETF shares in Q1 2026, an estimated $402K.
Avantis All Equity Markets Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1721 holding.
NewEdge Advisors first reported a position in Avantis All Equity Markets Value ETF in Q4 2025 and has held it in 2 quarters since.
27 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.