Strategic Blueprint’s Avantis All Equity Markets ETF AVGE Stock Holding History

Strategic Blueprint’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 Q3	$421K	Buy	4,278 +136	+3%	+$13.6K	0.02%	490
2026 Q2	$410K	Sell	4,142 -5,164	-55%	-$497K	0.02%	500
2026 Q1	$819K	Sell	9,306 -683	-7%	-$61.5K	0.05%	313
2025 Q4	$858K	Buy	9,989 +840	+9%	+$71K	0.05%	295
2025 Q3	$763K	Buy	9,149 +899	+11%	+$72.4K	0.03%	386
2025 Q2	$639K	Buy	8,250 +9	+0.1%	+$654	0.03%	388
2025 Q1	$587K	Buy	8,241 +744	+10%	+$54.7K	0.03%	401
2024 Q4	$543K	Buy	7,497 +139	+2%	+$10.3K	0.03%	391
2024 Q3	$544K	Buy	7,358 +41	+0.6%	+$2.91K	0.03%	383
2024 Q2	$507K	Buy	+7,317	New	+$505K	0.03%	376

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Strategic Blueprint's AVGE Position: Q3 2026 in Review

Strategic Blueprint increased its Avantis All Equity Markets ETF (AVGE) stake by 3.3% in Q3 2026, buying an estimated $13.6K and bringing the position to 4,278 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #490.

Strategic Blueprint first reported a position in AVGE in Q2 2024 and has held it in 10 quarters since. The position peaked at $858K in Q4 2025. 145 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Strategic Blueprint held 4,278 shares of Avantis All Equity Markets ETF worth $421K as of Q3 2026.
Strategic Blueprint bought 136 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $13.6K.
Avantis All Equity Markets ETF made up 0.02% of Strategic Blueprint's portfolio in Q3 2026, its #490 holding.
Strategic Blueprint first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 10 quarters since.
Strategic Blueprint's Avantis All Equity Markets ETF position peaked at $858K in Q4 2025.
145 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.