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

MWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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. 159 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.
159 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.