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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
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 $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Strategic Blueprint's AVGE Position: Q1 2026 in Review

Strategic Blueprint reduced its Avantis All Equity Markets ETF (AVGE) stake by 6.8% in Q1 2026, selling an estimated $61.5K and leaving 9,306 shares worth $819K. The position accounts for 0.05% of the portfolio, ranked #313.

Strategic Blueprint first reported a position in AVGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $858K in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Strategic Blueprint held 9,306 shares of Avantis All Equity Markets ETF worth $819K as of Q1 2026.
  • Strategic Blueprint sold 683 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $61.5K.
  • Avantis All Equity Markets ETF made up 0.05% of Strategic Blueprint's portfolio in Q1 2026, its #313 holding.
  • Strategic Blueprint first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 8 quarters since.
  • Strategic Blueprint's Avantis All Equity Markets ETF position peaked at $858K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.