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Red Lighthouse Investment Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Red Lighthouse Investment Management’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 		$404K Buy
4,075
+122
+3% +$11.7K 0.12% 63
2026
Q1 		$348K Buy
3,953
+740
+23% +$66.6K 0.12% 58
2025
Q4 		$276K Buy
3,213
+852
+36% +$72K 0.1% 49
2025
Q3 		$197K Buy
2,361
+138
+6% +$11.1K 0.07% 75
2025
Q2 		$172K Buy
2,223
+1,128
+103% +$81.9K 0.07% 74
2025
Q1 		$76.5K Sell
1,095
-1,014
-48% -$74.5K 0.03% 85
2024
Q4 		$153K Buy
2,109
+896
+74% +$66.7K 0.06% 75
2024
Q3 		$89.6K Buy
1,213
+118
+11% +$8.36K 0.04% 85
2024
Q2 		$75.9K Hold
1,095
– – 0.03% 84
2024
Q1 		$76.5K Buy
1,095
+72
+7% +$4.75K 0.03% 86
2023
Q4 		$66.2K Buy
1,023
+894
+693% +$53.9K 0.03% 83
2023
Q3 		$7.59K Buy
129
+15
+13% +$910 ﹤0.01% 93
2023
Q2 		$6.84K Buy
+114
New +$6.62K ﹤0.01% 94

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

Red Lighthouse Investment Management's AVGE Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Avantis All Equity Markets ETF (AVGE) stake by 3.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 4,075 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #63.

Red Lighthouse Investment Management first reported a position in AVGE in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Red Lighthouse Investment Management held 4,075 shares of Avantis All Equity Markets ETF worth $404K as of Q2 2026.
  • Red Lighthouse Investment Management bought 122 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $11.7K.
  • Avantis All Equity Markets ETF made up 0.12% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #63 holding.
  • Red Lighthouse Investment Management first reported a position in Avantis All Equity Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.