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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
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Sax Wealth Advisors reduced its Avantis All Equity Markets Value ETF (AVGV) stake by 6.1% in Q2 2026, selling an estimated $19.6K and leaving 3,610 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #458.

Sax Wealth Advisors first reported a position in AVGV in Q3 2025 and has held it in 4 quarters since. The position peaked at $290K in Q3 2025. 11 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

  • Sax Wealth Advisors held 3,610 shares of Avantis All Equity Markets Value ETF worth $280K as of Q2 2026.
  • Sax Wealth Advisors sold 235 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $19.6K.
  • Avantis All Equity Markets Value ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #458 holding.
  • Sax Wealth Advisors first reported a position in Avantis All Equity Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Sax Wealth Advisors's Avantis All Equity Markets Value ETF position peaked at $290K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

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