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 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

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Blueprint's AVGE Position: Q2 2026 in Review

Strategic Blueprint reduced its Avantis All Equity Markets ETF (AVGE) stake by 55% in Q2 2026, selling an estimated $497K and leaving 4,142 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #500.

Strategic Blueprint first reported a position in AVGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $858K in Q4 2025. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Strategic Blueprint held 4,142 shares of Avantis All Equity Markets ETF worth $410K as of Q2 2026.
Strategic Blueprint sold 5,164 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $497K.
Avantis All Equity Markets ETF made up 0.02% of Strategic Blueprint's portfolio in Q2 2026, its #500 holding.
Strategic Blueprint first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 9 quarters since.
Strategic Blueprint's Avantis All Equity Markets ETF position peaked at $858K in Q4 2025.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.