Private Wealth Management Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

Private Wealth Management 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
2026 Q3	$291K	Buy	2,956 +453	+18%	+$45.3K	0.07%	91
2026 Q2	$248K	Buy	2,503 +897	+56%	+$86.3K	0.06%	96
2026 Q1	$141K	Buy	1,606 +387	+32%	+$34.8K	0.04%	105
2025 Q4	$105K	Buy	1,219 +471	+63%	+$39.8K	0.03%	125
2025 Q3	$62.4K	Buy	748 +30	+4%	+$2.42K	0.02%	160
2025 Q2	$55.6K	Buy	718 +241	+51%	+$17.5K	0.02%	156
2025 Q1	$34K	Buy	477 +103	+28%	+$7.57K	0.01%	215
2024 Q4	$27.1K	Buy	374 +41	+12%	+$3.05K	0.01%	246
2024 Q3	$24.6K	Hold	333	–	–	0.01%	251
2024 Q2	$23.1K	Buy	333 +33	+11%	+$2.28K	0.01%	255
2024 Q1	$20.9K	Hold	300	–	–	0.01%	263
2023 Q4	$19.4K	Buy	+300	New	+$18.1K	0.01%	270

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Private Wealth Management Group's AVGE Position: Q3 2026 in Review

Private Wealth Management Group increased its Avantis All Equity Markets ETF (AVGE) stake by 18% in Q3 2026, buying an estimated $45.3K and bringing the position to 2,956 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #91.

Private Wealth Management Group first reported a position in AVGE in Q4 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Private Wealth Management Group held 2,956 shares of Avantis All Equity Markets ETF worth $291K as of Q3 2026.
Private Wealth Management Group bought 453 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $45.3K.
Avantis All Equity Markets ETF made up 0.07% of Private Wealth Management Group's portfolio in Q3 2026, its #91 holding.
Private Wealth Management Group first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 12 quarters since.
124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.