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

WESPAC Advisors SoCal’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 		$272K Hold
2,744
– – 0.05% 112
2026
Q1 		$241K Sell
2,744
-170
-6% -$15.3K 0.05% 109
2025
Q4 		$250K Sell
2,914
-122
-4% -$10.3K 0.05% 104
2025
Q3 		$253K Buy
3,036
+27
+0.9% +$2.17K 0.05% 100
2025
Q2 		$233K Sell
3,009
-930
-24% -$67.5K 0.05% 100
2025
Q1 		$280K Sell
3,939
-295
-7% -$21.7K 0.07% 92
2024
Q4 		$306K Buy
4,234
+206
+5% +$15.3K 0.07% 87
2024
Q3 		$298K Buy
4,028
+243
+6% +$17.2K 0.07% 85
2024
Q2 		$262K Buy
3,785
+125
+3% +$8.63K 0.07% 80
2024
Q1 		$256K Sell
3,660
-57
-2% -$3.76K 0.07% 85
2023
Q4 		$241K Buy
+3,717
New +$224K 0.07% 88

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

WESPAC Advisors SoCal's AVGE Position: Q2 2026 in Review

WESPAC Advisors SoCal held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 2,744 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #112.

WESPAC Advisors SoCal first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $306K in Q4 2024. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • WESPAC Advisors SoCal held 2,744 shares of Avantis All Equity Markets ETF worth $272K as of Q2 2026.
  • WESPAC Advisors SoCal left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.05% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #112 holding.
  • WESPAC Advisors SoCal first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • WESPAC Advisors SoCal's Avantis All Equity Markets ETF position peaked at $306K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.