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

Vawter Financial’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 		$886K Buy
8,944
+717
+9% +$69K 0.33% 44
2026
Q1 		$724K Buy
8,227
+1,331
+19% +$120K 0.3% 48
2025
Q4 		$592K Buy
6,896
+246
+4% +$20.8K 0.25% 56
2025
Q3 		$555K Buy
+6,650
New +$535K 0.25% 59
2025
Q2 		– Sell
-3,793
Closed -$270K – 30
2025
Q1 		$270K Buy
3,793
+755
+25% +$55.5K 0.15% 82
2024
Q4 		$220K Buy
3,038
+98
+3% +$7.3K 0.13% 88
2024
Q3 		$217K Buy
+2,940
New +$208K 0.13% 89

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Vawter Financial's AVGE Position: Q2 2026 in Review

Vawter Financial increased its Avantis All Equity Markets ETF (AVGE) stake by 8.7% in Q2 2026, buying an estimated $69K and bringing the position to 8,944 shares worth $886K. The position accounts for 0.33% of the portfolio, ranked #44.

Vawter Financial first reported a position in AVGE in Q3 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Vawter Financial held 8,944 shares of Avantis All Equity Markets ETF worth $886K as of Q2 2026.
  • Vawter Financial bought 717 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $69K.
  • Avantis All Equity Markets ETF made up 0.33% of Vawter Financial's portfolio in Q2 2026, its #44 holding.
  • Vawter Financial first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.