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

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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. 31 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.
31 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.