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 Q3	$3.43M	Buy	40,231 +1,782	+5%	+$154K	0.01%	1324
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

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

McCarthy Asset Management Redwood Shores, California $209M AUM

Wealth Enhancement Advisory Services's AVGV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis All Equity Markets Value ETF (AVGV) stake by 4.6% in Q3 2026, buying an estimated $154K and bringing the position to 40,231 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #1324.

Wealth Enhancement Advisory Services first reported a position in AVGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.2M in Q4 2025. 25 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

Wealth Enhancement Advisory Services held 40,231 shares of Avantis All Equity Markets Value ETF worth $3.43M as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,782 Avantis All Equity Markets Value ETF shares in Q3 2026, an estimated $154K.
Avantis All Equity Markets Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1324 holding.
Wealth Enhancement Advisory Services first reported a position in Avantis All Equity Markets Value ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Avantis All Equity Markets Value ETF position peaked at $5.2M in Q4 2025.
25 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.