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

Oak Wealth 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 		$241K Buy
+2,434
New +$234K 0.12% 62
2025
Q4 		– Sell
-3,331
Closed -$278K – 60
2025
Q3 		$278K Buy
3,331
+63
+2% +$5.07K 0.16% 50
2025
Q2 		$253K Sell
3,268
-1,680
-34% -$122K 0.16% 53
2025
Q1 		$352K Sell
4,948
-1,836
-27% -$135K 0.26% 42
2024
Q4 		$491K Buy
+6,784
New +$505K 0.38% 36

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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Oak Wealth Advisors's AVGE Position: Q2 2026 in Review

Oak Wealth Advisors opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 2,434 shares worth $241K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings. This is a return to the name: Oak Wealth Advisors previously reported a position in AVGE as recently as Q3 2025.

Oak Wealth Advisors first reported a position in AVGE in Q4 2024 and has held it in 5 quarters since. The position peaked at $491K in Q4 2024. 77 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Oak Wealth Advisors held 2,434 shares of Avantis All Equity Markets ETF worth $241K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Oak Wealth Advisors position in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.12% of Oak Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Oak Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 5 quarters since.
  • Oak Wealth Advisors's Avantis All Equity Markets ETF position peaked at $491K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.