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Werba Rubin Papier Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Werba Rubin Papier Wealth Management’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
Q1 		$3.3M Buy
+37,528
New +$3.38M 0.46% 37
2025
Q4 		– Sell
-33,395
Closed -$2.79M – 244
2025
Q3 		$2.79M Buy
33,395
+3,005
+10% +$242K 0.45% 39
2025
Q2 		$2.35M Buy
30,390
+2,399
+9% +$174K 0.44% 41
2025
Q1 		$1.99M Buy
27,991
+3,359
+14% +$247K 0.43% 41
2024
Q4 		$1.78M Buy
24,632
+1,975
+9% +$147K 0.42% 42
2024
Q3 		$1.67M Buy
22,657
+9,612
+74% +$681K 0.39% 42
2024
Q2 		$904K Buy
13,045
+719
+6% +$49.6K 0.25% 60
2024
Q1 		$861K Buy
12,326
+667
+6% +$44K 0.25% 52
2023
Q4 		$755K Buy
11,659
+262
+2% +$15.8K 0.26% 44
2023
Q3 		$670K Buy
11,397
+1,563
+16% +$94.8K 0.24% 50
2023
Q2 		$590K Sell
9,834
-1,647
-14% -$95.7K 0.2% 55
2023
Q1 		$664K Sell
11,481
-699
-6% -$40.5K 0.26% 50
2022
Q4 		$676K Buy
+12,180
New +$670K 0.28% 38

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Werba Rubin Papier Wealth Management's AVGE Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Avantis All Equity Markets ETF (AVGE) in Q1 2026: 37,528 shares worth $3.3M. The stake represents 0.46% of the portfolio and ranks #37 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in AVGE as recently as Q3 2025.

Werba Rubin Papier Wealth Management first reported a position in AVGE in Q4 2022 and has held it in 13 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 37,528 shares of Avantis All Equity Markets ETF worth $3.3M as of Q1 2026.
  • Avantis All Equity Markets ETF was a new Werba Rubin Papier Wealth Management position in Q1 2026.
  • Avantis All Equity Markets ETF made up 0.46% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 13 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.