Paul R. Ried Financial Group’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Paul R. Ried Financial Group’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	$10M	Buy	117,691 +12,257	+12%	+$1.02M	4.37%	9
2026 Q1	$8.18M	Buy	105,434 +20,223	+24%	+$1.58M	3.8%	9
2025 Q4	$6.24M	Buy	85,211 +8,332	+11%	+$595K	2.94%	10
2025 Q3	$5.41M	Buy	76,879 +12,404	+19%	+$844K	2.74%	9
2025 Q2	$4.21M	Buy	64,475 +8,970	+16%	+$552K	2.54%	10
2025 Q1	$3.37M	Buy	55,505 +15,959	+40%	+$991K	2.35%	9
2024 Q4	$2.41M	Buy	+39,546	New	+$2.49M	1.69%	13

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CHIAL

Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Paul R. Ried Financial Group's AVGV Position: Q2 2026 in Review

Paul R. Ried Financial Group increased its Avantis All Equity Markets Value ETF (AVGV) stake by 12% in Q2 2026, buying an estimated $1.02M and bringing the position to 117,691 shares worth $10M. The position accounts for 4.37% of the portfolio, ranked #9.

Paul R. Ried Financial Group first reported a position in AVGV in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Paul R. Ried Financial Group held 117,691 shares of Avantis All Equity Markets Value ETF worth $10M as of Q2 2026.
Paul R. Ried Financial Group bought 12,257 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $1.02M.
Avantis All Equity Markets Value ETF made up 4.37% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #9 holding.
Paul R. Ried Financial Group first reported a position in Avantis All Equity Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.