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Sage Rhino Capital’s Avantis All Equity Markets ETF AVGE Stock Holding History

Sage Rhino Capital’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 		$646K Buy
6,522
+66
+1% +$6.35K 0.1% 134
2026
Q1 		$568K Buy
6,456
+643
+11% +$57.9K 0.11% 138
2025
Q4 		$499K Buy
5,813
+955
+20% +$80.7K 0.09% 143
2025
Q3 		$405K Buy
4,858
+18
+0.4% +$1.45K 0.08% 153
2025
Q2 		$375K Buy
4,840
+89
+2% +$6.46K 0.08% 153
2025
Q1 		$338K Buy
+4,751
New +$349K 0.08% 160

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

Sage Rhino Capital's AVGE Position: Q2 2026 in Review

Sage Rhino Capital increased its Avantis All Equity Markets ETF (AVGE) stake by 1% in Q2 2026, buying an estimated $6.35K and bringing the position to 6,522 shares worth $646K. The position accounts for 0.1% of the portfolio, ranked #134.

Sage Rhino Capital first reported a position in AVGE in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Sage Rhino Capital held 6,522 shares of Avantis All Equity Markets ETF worth $646K as of Q2 2026.
  • Sage Rhino Capital bought 66 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $6.35K.
  • Avantis All Equity Markets ETF made up 0.1% of Sage Rhino Capital's portfolio in Q2 2026, its #134 holding.
  • Sage Rhino Capital first reported a position in Avantis All Equity Markets ETF in Q1 2025 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.