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Wilkerson Advisory Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

Wilkerson Advisory Group’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 		$3.17M Sell
32,013
-194
-0.6% -$18.7K 0.97% 19
2026
Q1 		$2.83M Buy
32,207
+1,050
+3% +$94.5K 0.97% 20
2025
Q4 		$2.68M Buy
+31,157
New +$2.63M 0.94% 21

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

Wilkerson Advisory Group's AVGE Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Avantis All Equity Markets ETF (AVGE) stake by 0.6% in Q2 2026, selling an estimated $18.7K and leaving 32,013 shares worth $3.17M. The position accounts for 0.97% of the portfolio, ranked #19.

Wilkerson Advisory Group first reported a position in AVGE in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Wilkerson Advisory Group held 32,013 shares of Avantis All Equity Markets ETF worth $3.17M as of Q2 2026.
  • Wilkerson Advisory Group sold 194 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $18.7K.
  • Avantis All Equity Markets ETF made up 0.97% of Wilkerson Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Wilkerson Advisory Group first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.