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Pacific Financial Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

Pacific Financial Group’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
2025
Q4 		– Sell
-5,379
Closed -$449K – 83
2025
Q3 		$449K Buy
+5,379
New +$433K 0.33% 48

Other funds holding AVGE

AF
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MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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 $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $179M AUM 20.19% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Pacific Financial Group's AVGE Position: Q4 2025 in Review

Pacific Financial Group sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2025, closing a stake of 5,379 shares — an estimated $449K sold.

Pacific Financial Group first reported a position in AVGE in Q3 2025 and held it in 1 quarter. The position peaked at $449K in Q3 2025. 124 funds tracked by Wall St. Rank hold AVGE as of Q4 2025.

  • Pacific Financial Group reported no remaining Avantis All Equity Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Pacific Financial Group sold 5,379 Avantis All Equity Markets ETF shares in Q4 2025, an estimated $449K.
  • Pacific Financial Group first reported a position in Avantis All Equity Markets ETF in Q3 2025 and held it in 1 quarter.
  • Pacific Financial Group's Avantis All Equity Markets ETF position peaked at $449K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2025.

Based on Pacific Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.