United Advisor Group’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

United Advisor Group’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$304K	Buy	+3,609	New	+$313K	0.03%	447

Other funds holding AVGV

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

Paul R. Ried Financial Group Bellevue, Washington $252M AUM 16.45% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCartney Wealth Management Clayton, Missouri $134M AUM 13.24% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Maimon Wealth Management Ra'anana, Israel $144M AUM 9.66% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

United Advisor Group's AVGV Position: Q3 2026 in Review

United Advisor Group opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q3 2026: 3,609 shares worth $304K. The stake represents 0.03% of the portfolio and ranks #447 among its holdings.

41 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

United Advisor Group held 3,609 shares of Avantis All Equity Markets Value ETF worth $304K as of Q3 2026.
Avantis All Equity Markets Value ETF was a new United Advisor Group position in Q3 2026.
Avantis All Equity Markets Value ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #447 holding.
41 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.