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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
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

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Wealth Management Group's AVGE Position: Q2 2026 in Review

Private Wealth Management Group increased its Avantis All Equity Markets ETF (AVGE) stake by 56% in Q2 2026, buying an estimated $86.3K and bringing the position to 2,503 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #96.

Private Wealth Management Group first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Private Wealth Management Group held 2,503 shares of Avantis All Equity Markets ETF worth $248K as of Q2 2026.
  • Private Wealth Management Group bought 897 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $86.3K.
  • Avantis All Equity Markets ETF made up 0.06% of Private Wealth Management Group's portfolio in Q2 2026, its #96 holding.
  • Private Wealth Management Group first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.