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SJS Investment Consulting’s Avantis All Equity Markets ETF AVGE Stock Holding History

SJS Investment Consulting’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 		$1.88K Hold
19
– – ﹤0.01% 1799
2026
Q1 		$1.67K Hold
19
– – ﹤0.01% 1319
2025
Q4 		$1.63K Hold
19
– – ﹤0.01% 1178
2025
Q3 		$1.58K Hold
19
– – ﹤0.01% 884
2025
Q2 		$1.47K Hold
19
– – ﹤0.01% 673
2025
Q1 		$1.35K Hold
19
– – ﹤0.01% 895
2024
Q4 		$1.38K Hold
19
– – ﹤0.01% 885
2024
Q3 		$1.4K Hold
19
– – ﹤0.01% 945
2024
Q2 		$1.32K Hold
19
– – ﹤0.01% 920
2024
Q1 		$1.33K Buy
19
+3
+19% +$198 ﹤0.01% 921
2023
Q4 		$1.04K Hold
16
– – ﹤0.01% 944
2023
Q3 		$941 Buy
+16
New +$971 ﹤0.01% 971

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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return

SJS Investment Consulting's AVGE Position: Q2 2026 in Review

SJS Investment Consulting held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 19 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

SJS Investment Consulting first reported a position in AVGE in Q3 2023 and has held it in 12 quarters since. 114 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • SJS Investment Consulting held 19 shares of Avantis All Equity Markets ETF worth $1.88K as of Q2 2026.
  • SJS Investment Consulting left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1799 holding.
  • SJS Investment Consulting first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • 114 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.