Ridgeline Wealth’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Ridgeline Wealth’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$718K	Buy	8,445 +107	+1%	+$8.92K	0.42%	31
2026 Q1	$647K	Sell	8,338 -53	-0.6%	-$4.15K	0.46%	26
2025 Q4	$614K	Sell	8,391 -347	-4%	-$24.8K	0.43%	28
2025 Q3	$615K	Sell	8,738 -69	-0.8%	-$4.7K	0.45%	27
2025 Q2	$574K	Sell	8,807 -173,361	-95%	-$10.7M	0.47%	28
2025 Q1	$11.1M	Buy	182,168 +24,576	+16%	+$1.53M	9.41%	3
2024 Q4	$9.61M	Buy	+157,592	New	+$9.94M	7.83%	3

Other funds holding AVGV

MWP

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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

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

Ridgeline Wealth's AVGV Position: Q2 2026 in Review

Ridgeline Wealth increased its Avantis All Equity Markets Value ETF (AVGV) stake by 1.3% in Q2 2026, buying an estimated $8.92K and bringing the position to 8,445 shares worth $718K. The position accounts for 0.42% of the portfolio, ranked #31.

Ridgeline Wealth first reported a position in AVGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q1 2025. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Ridgeline Wealth held 8,445 shares of Avantis All Equity Markets Value ETF worth $718K as of Q2 2026.
Ridgeline Wealth bought 107 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $8.92K.
Avantis All Equity Markets Value ETF made up 0.42% of Ridgeline Wealth's portfolio in Q2 2026, its #31 holding.
Ridgeline Wealth first reported a position in Avantis All Equity Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's Avantis All Equity Markets Value ETF position peaked at $11.1M in Q1 2025.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.