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 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

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. 159 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.
159 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.