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Sprinkle Financial Consultants’s Avantis All Equity Markets ETF AVGE Stock Holding History

Sprinkle Financial Consultants’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 		$5.7M Buy
57,470
+641
+1% +$61.7K 2.23% 12
2026
Q1 		$5M Buy
56,829
+953
+2% +$85.8K 2.31% 11
2025
Q4 		$4.8M Buy
55,876
+518
+0.9% +$43.8K 2.44% 12
2025
Q3 		$4.62M Sell
55,358
-381
-0.7% -$30.7K 2.58% 10
2025
Q2 		$4.32M Sell
55,739
-1,346
-2% -$97.8K 2.64% 9
2025
Q1 		$4.06M Buy
57,085
+77
+0.1% +$5.66K 2.58% 9
2024
Q4 		$4.13M Buy
57,008
+1,300
+2% +$96.8K 2.81% 10
2024
Q3 		$4.11M Buy
55,708
+555
+1% +$39.3K 2.94% 10
2024
Q2 		$3.82M Buy
55,153
+4,361
+9% +$301K 3.01% 10
2024
Q1 		$3.55M Buy
50,792
+2,986
+6% +$197K 3.03% 8
2023
Q4 		$3.1M Buy
+47,806
New +$2.88M 3.15% 6

Other funds holding AVGE

NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sprinkle Financial Consultants's AVGE Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Avantis All Equity Markets ETF (AVGE) stake by 1.1% in Q2 2026, buying an estimated $61.7K and bringing the position to 57,470 shares worth $5.7M. The position accounts for 2.23% of the portfolio, ranked #12.

Sprinkle Financial Consultants first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Sprinkle Financial Consultants held 57,470 shares of Avantis All Equity Markets ETF worth $5.7M as of Q2 2026.
  • Sprinkle Financial Consultants bought 641 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $61.7K.
  • Avantis All Equity Markets ETF made up 2.23% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #12 holding.
  • Sprinkle Financial Consultants first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 35 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.