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

Wealthstream 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
2025
Q3 		$14.1M Buy
169,428
+5,500
+3% +$443K 2.14% 7
2025
Q2 		$12.7M Buy
163,928
+7,515
+5% +$546K 2.11% 7
2025
Q1 		$11.1M Buy
156,413
+11,189
+8% +$822K 2.08% 7
2024
Q4 		$10.5M Buy
145,224
+23,143
+19% +$1.72M 1.94% 7
2024
Q3 		$9.02M Buy
122,081
+5,985
+5% +$424K 1.64% 8
2024
Q2 		$8.05M Buy
116,096
+27,163
+31% +$1.87M 2.94% 8
2024
Q1 		$6.21M Buy
88,933
+57,534
+183% +$3.8M 2.36% 9
2023
Q4 		$2.03M Buy
31,399
+21,503
+217% +$1.3M 0.84% 20
2023
Q3 		$582K Buy
+9,896
New +$600K 0.3% 47

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return

Wealthstream Advisors's AVGE Position: Q3 2025 in Review

Wealthstream Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 3.4% in Q3 2025, buying an estimated $443K and bringing the position to 169,428 shares worth $14.1M. The position accounts for 2.14% of the portfolio, ranked #7.

Wealthstream Advisors first reported a position in AVGE in Q3 2023 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold AVGE as of Q3 2025.

  • Wealthstream Advisors held 169,428 shares of Avantis All Equity Markets ETF worth $14.1M as of Q3 2025.
  • Wealthstream Advisors bought 5,500 Avantis All Equity Markets ETF shares in Q3 2025, an estimated $443K.
  • Avantis All Equity Markets ETF made up 2.14% of Wealthstream Advisors's portfolio in Q3 2025, its #7 holding.
  • Wealthstream Advisors first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 9 quarters since.
  • 107 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.