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

Sax Wealth Advisors’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	$305K	Hold	3,610	–	–	0.01%	571
2026 Q2	$280K	Sell	3,610 -235	-6%	-$19.6K	0.01%	458
2026 Q1	$281K	Hold	3,845	–	–	0.01%	407
2025 Q4	$281K	Sell	3,845 -274	-7%	-$19.6K	0.01%	413
2025 Q3	$290K	Buy	+4,119	New	+$280K	0.02%	354

Other funds holding AVGV

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Sax Wealth Advisors's AVGV Position: Q3 2026 in Review

Sax Wealth Advisors held its Avantis All Equity Markets Value ETF (AVGV) position steady in Q3 2026 at 3,610 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #571.

Sax Wealth Advisors first reported a position in AVGV in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

Sax Wealth Advisors held 3,610 shares of Avantis All Equity Markets Value ETF worth $305K as of Q3 2026.
Sax Wealth Advisors left its Avantis All Equity Markets Value ETF share count unchanged in Q3 2026.
Avantis All Equity Markets Value ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #571 holding.
Sax Wealth Advisors first reported a position in Avantis All Equity Markets Value ETF in Q3 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.