Wealth Enhancement Advisory Services
AVGV icon

Wealth Enhancement Advisory Services’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.28M Buy
38,449
+731
+2% +$61K 0.01% 1261
2026
Q1 		$2.94M Sell
37,718
-31,086
-45% -$2.44M 0.01% 1192
2025
Q4 		$5.2M Buy
+68,804
New +$4.91M 0.01% 997

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
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
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's AVGV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis All Equity Markets Value ETF (AVGV) stake by 1.9% in Q2 2026, buying an estimated $61K and bringing the position to 38,449 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #1261.

Wealth Enhancement Advisory Services first reported a position in AVGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.2M in Q4 2025. 11 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,449 shares of Avantis All Equity Markets Value ETF worth $3.28M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 731 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $61K.
  • Avantis All Equity Markets Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1261 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis All Equity Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Avantis All Equity Markets Value ETF position peaked at $5.2M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.