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WCG Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

WCG Wealth Advisors’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 		$2.38M Sell
24,015
-556
-2% -$53.5K 0.06% 284
2026
Q1 		$2.16M Sell
24,571
-24
-0.1% -$2.16K 0.06% 261
2025
Q4 		$2.11M Sell
24,595
-3
-0% -$254 0.06% 255
2025
Q3 		$2.05M Buy
24,598
+595
+2% +$47.9K 0.13% 152
2025
Q2 		$1.86M Sell
24,003
-1,440
-6% -$105K 0.12% 167
2025
Q1 		$1.81M Sell
25,443
-3,323
-12% -$244K 0.14% 148
2024
Q4 		$2.08M Buy
28,766
+7,318
+34% +$545K 0.14% 146
2024
Q3 		$1.58M Sell
21,448
-29
-0.1% -$2.06K 0.11% 176
2024
Q2 		$1.49M Buy
21,477
+135
+0.6% +$9.32K 0.11% 161
2024
Q1 		$1.49M Sell
21,342
-105
-0.5% -$6.93K 0.12% 146
2023
Q4 		$1.39M Buy
21,447
+267
+1% +$16.1K 0.1% 172
2023
Q3 		$1.25M Buy
+21,180
New +$1.28M 0.09% 179

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
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCG Wealth Advisors's AVGE Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 2.3% in Q2 2026, selling an estimated $53.5K and leaving 24,015 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #284.

WCG Wealth Advisors first reported a position in AVGE in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • WCG Wealth Advisors held 24,015 shares of Avantis All Equity Markets ETF worth $2.38M as of Q2 2026.
  • WCG Wealth Advisors sold 556 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $53.5K.
  • Avantis All Equity Markets ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • WCG Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.