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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
Q3 		$699K Sell
8,155
-290
-3% -$25.1K 0.4% 32
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 $401M AUM 16.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Ridgeline Wealth's AVGV Position: Q3 2026 in Review

Ridgeline Wealth reduced its Avantis All Equity Markets Value ETF (AVGV) stake by 3.4% in Q3 2026, selling an estimated $25.1K and leaving 8,155 shares worth $699K. The position accounts for 0.4% of the portfolio, ranked #32.

Ridgeline Wealth first reported a position in AVGV in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q1 2025. 8 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

  • Ridgeline Wealth held 8,155 shares of Avantis All Equity Markets Value ETF worth $699K as of Q3 2026.
  • Ridgeline Wealth sold 290 Avantis All Equity Markets Value ETF shares in Q3 2026, an estimated $25.1K.
  • Avantis All Equity Markets Value ETF made up 0.4% of Ridgeline Wealth's portfolio in Q3 2026, its #32 holding.
  • Ridgeline Wealth first reported a position in Avantis All Equity Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
  • Ridgeline Wealth's Avantis All Equity Markets Value ETF position peaked at $11.1M in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.