Sax Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Sax Wealth Advisors’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	$386K	Sell	4,382 -261	-6%	-$25.1K	0.02%	401
2026 Q1	$399K	Hold	4,643	–	–	0.02%	333
2025 Q4	$399K	Sell	4,643 -959	-17%	-$81.1K	0.02%	340
2025 Q3	$467K	Sell	5,602 -134	-2%	-$10.8K	0.03%	281
2025 Q2	$444K	Sell	5,736 -3,585	-38%	-$260K	0.03%	275
2025 Q1	$664K	Sell	9,321 -40	-0.4%	-$2.94K	0.05%	184
2024 Q4	$677K	Buy	+9,361	New	+$697K	0.05%	162
2024 Q3	–	Sell	-8,791	Closed	-$609K	–	297
2024 Q2	$609K	Buy	+8,791	New	+$607K	0.06%	127
2024 Q1	–	Sell	-11,643	Closed	-$754K	–	199
2023 Q4	$754K	Buy	11,643 +100	+0.9%	+$6.03K	0.12%	86
2023 Q3	$679K	Buy	11,543 +455	+4%	+$27.6K	0.13%	87
2023 Q2	$665K	Buy	11,088 +4,595	+71%	+$267K	0.13%	86
2023 Q1	$375K	Buy	+6,493	New	+$376K	0.08%	126

Other funds holding AVGE

MWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

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

Sax Wealth Advisors's AVGE Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 5.6% in Q2 2026, selling an estimated $25.1K and leaving 4,382 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #401.

Sax Wealth Advisors first reported a position in AVGE in Q1 2023 and has held it in 12 quarters since. The position peaked at $754K in Q4 2023. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Sax Wealth Advisors held 4,382 shares of Avantis All Equity Markets ETF worth $386K as of Q2 2026.
Sax Wealth Advisors sold 261 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $25.1K.
Avantis All Equity Markets ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #401 holding.
Sax Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 12 quarters since.
Sax Wealth Advisors's Avantis All Equity Markets ETF position peaked at $754K in Q4 2023.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.