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Waypoint Wealth Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Waypoint Wealth Partners’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
2025
Q2 		$690K Buy
8,901
+72
+0.8% +$5.23K 0.17% 37
2025
Q1 		$629K Buy
8,829
+472
+6% +$34.7K 0.17% 33
2024
Q4 		$605K Buy
8,357
+1,182
+16% +$88K 0.17% 38
2024
Q3 		$530K Sell
7,175
-862
-11% -$61.1K 0.14% 41
2024
Q2 		$557K Buy
8,037
+1,487
+23% +$103K 0.16% 34
2024
Q1 		$457K Buy
6,550
+6
+0.1% +$396 0.13% 49
2023
Q4 		$424K Buy
6,544
+1,993
+44% +$120K 0.13% 50
2023
Q3 		$268K Buy
+4,551
New +$276K 0.09% 66

Other funds holding AVGE

WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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

Waypoint Wealth Partners's AVGE Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Avantis All Equity Markets ETF (AVGE) stake by 0.82% in Q2 2025, buying an estimated $5.23K and bringing the position to 8,901 shares worth $690K. The position accounts for 0.17% of the portfolio, ranked #37.

Waypoint Wealth Partners first reported a position in AVGE in Q3 2023 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold AVGE as of Q2 2025.

  • Waypoint Wealth Partners held 8,901 shares of Avantis All Equity Markets ETF worth $690K as of Q2 2025.
  • Waypoint Wealth Partners bought 72 Avantis All Equity Markets ETF shares in Q2 2025, an estimated $5.23K.
  • Avantis All Equity Markets ETF made up 0.17% of Waypoint Wealth Partners's portfolio in Q2 2025, its #37 holding.
  • Waypoint Wealth Partners first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 8 quarters since.
  • 103 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.