VF
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Vawter Financial’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Vawter Financial’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
Q2 		$353K Sell
4,147
-191
-4% -$15.9K 0.13% 86
2026
Q1 		$336K Sell
4,338
-566
-12% -$44.3K 0.14% 85
2025
Q4 		$359K Buy
4,904
+25
+0.5% +$1.78K 0.15% 82
2025
Q3 		$343K Buy
+4,879
New +$332K 0.16% 85
2025
Q2 		– Sell
-4,583
Closed -$279K – 31
2025
Q1 		$279K Sell
4,583
-593
-11% -$36.8K 0.16% 81
2024
Q4 		$316K Buy
5,176
+33
+0.6% +$2.08K 0.19% 73
2024
Q3 		$323K Buy
5,143
+345
+7% +$20.8K 0.2% 73
2024
Q2 		$283K Buy
4,798
+1,079
+29% +$64.2K 0.19% 72
2024
Q1 		$225K Buy
+3,719
New +$211K 0.16% 78

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Vawter Financial's AVGV Position: Q2 2026 in Review

Vawter Financial reduced its Avantis All Equity Markets Value ETF (AVGV) stake by 4.4% in Q2 2026, selling an estimated $15.9K and leaving 4,147 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #86.

Vawter Financial first reported a position in AVGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $359K in Q4 2025. 11 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

  • Vawter Financial held 4,147 shares of Avantis All Equity Markets Value ETF worth $353K as of Q2 2026.
  • Vawter Financial sold 191 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $15.9K.
  • Avantis All Equity Markets Value ETF made up 0.13% of Vawter Financial's portfolio in Q2 2026, its #86 holding.
  • Vawter Financial first reported a position in Avantis All Equity Markets Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Vawter Financial's Avantis All Equity Markets Value ETF position peaked at $359K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

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