SC&H Financial Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

SC&H Financial 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 Q1	$2.66M	Buy	30,186 +2,491	+9%	+$224K	0.4%	32
2025 Q4	$2.38M	Buy	27,695 +435	+2%	+$36.8K	0.37%	34
2025 Q3	$2.27M	Sell	27,260 -862	-3%	-$69.4K	0.37%	35
2025 Q2	$2.18M	Buy	28,122 +3,824	+16%	+$278K	0.37%	37
2025 Q1	$1.73M	Buy	24,298 +1,192	+5%	+$87.6K	0.34%	39
2024 Q4	$1.67M	Buy	23,106 +563	+2%	+$41.9K	0.35%	41
2024 Q3	$1.67M	Buy	22,543 +854	+4%	+$60.5K	0.36%	38
2024 Q2	$1.5M	Buy	21,689 +2,386	+12%	+$165K	0.37%	42
2024 Q1	$1.35M	Buy	19,303 +6,499	+51%	+$429K	0.35%	46
2023 Q4	$829K	Buy	12,804 +4,725	+58%	+$285K	0.24%	66
2023 Q3	$475K	Buy	8,079 +2,430	+43%	+$147K	0.16%	89
2023 Q2	$339K	Buy	5,649 +2,015	+55%	+$117K	0.11%	105
2023 Q1	$210K	Buy	+3,634	New	+$211K	0.08%	127

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

SC&H Financial Advisors's AVGE Position: Q1 2026 in Review

SC&H Financial Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 9% in Q1 2026, buying an estimated $224K and bringing the position to 30,186 shares worth $2.66M. The position accounts for 0.4% of the portfolio, ranked #32.

SC&H Financial Advisors first reported a position in AVGE in Q1 2023 and has held it in 13 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

SC&H Financial Advisors held 30,186 shares of Avantis All Equity Markets ETF worth $2.66M as of Q1 2026.
SC&H Financial Advisors bought 2,491 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $224K.
Avantis All Equity Markets ETF made up 0.4% of SC&H Financial Advisors's portfolio in Q1 2026, its #32 holding.
SC&H Financial Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 13 quarters since.
129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.