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Plancorp LLC’s Avantis All Equity Markets ETF AVGE Stock Holding History

Plancorp LLC’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 		$1.31M Buy
13,259
+2,150
+19% +$207K 0.03% 180
2026
Q1 		$1.02M Buy
11,109
+1,564
+16% +$141K 0.03% 158
2025
Q4 		$820K Buy
9,545
+211
+2% +$17.8K 0.02% 164
2025
Q3 		$779K Buy
9,334
+142
+2% +$11.4K 0.02% 175
2025
Q2 		$712K Buy
9,192
+1,160
+14% +$84.3K 0.02% 185
2025
Q1 		$572K Buy
8,032
+17
+0.2% +$1.25K 0.02% 188
2024
Q4 		$580K Buy
8,015
+1
+0% +$74 0.02% 176
2024
Q3 		$592K Hold
8,014
– – 0.02% 169
2024
Q2 		$556K Hold
8,014
– – 0.02% 168
2024
Q1 		$560K Hold
8,014
– – 0.02% 164
2023
Q4 		$519K Hold
8,014
– – 0.02% 157
2023
Q3 		$471K Buy
8,014
+24
+0.3% +$1.46K 0.03% 155
2023
Q2 		$480K Hold
7,990
– – 0.03% 151
2023
Q1 		$462K Hold
7,990
– – 0.03% 159
2022
Q4 		$444K Buy
7,990
+590
+8% +$32.5K 0.03% 154
2022
Q3 		$371K Buy
+7,400
New +$371K 0.02% 162

Other funds holding AVGE

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
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Plancorp LLC's AVGE Position: Q2 2026 in Review

Plancorp LLC increased its Avantis All Equity Markets ETF (AVGE) stake by 19% in Q2 2026, buying an estimated $207K and bringing the position to 13,259 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #180.

Plancorp LLC first reported a position in AVGE in Q3 2022 and has held it in 16 quarters since. 50 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Plancorp LLC held 13,259 shares of Avantis All Equity Markets ETF worth $1.31M as of Q2 2026.
  • Plancorp LLC bought 2,150 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $207K.
  • Avantis All Equity Markets ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #180 holding.
  • Plancorp LLC first reported a position in Avantis All Equity Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 50 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.