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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
Q2 		$3.2M Buy
32,246
+2,060
+7% +$198K 0.42% 31
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 $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

SC&H Financial Advisors's AVGE Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 6.8% in Q2 2026, buying an estimated $198K and bringing the position to 32,246 shares worth $3.2M. The position accounts for 0.42% of the portfolio, ranked #31.

SC&H Financial Advisors first reported a position in AVGE in Q1 2023 and has held it in 14 quarters since. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • SC&H Financial Advisors held 32,246 shares of Avantis All Equity Markets ETF worth $3.2M as of Q2 2026.
  • SC&H Financial Advisors bought 2,060 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $198K.
  • Avantis All Equity Markets ETF made up 0.42% of SC&H Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • SC&H Financial Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.