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

WMG Financial 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
2026
Q2 		$1.81M Sell
18,268
-1,082
-6% -$104K 0.68% 24
2026
Q1 		$1.7M Buy
19,350
+3,452
+22% +$311K 0.71% 26
2025
Q4 		$1.37M Sell
15,898
-755
-5% -$63.8K 0.56% 31
2025
Q3 		$1.39M Sell
16,653
-1,851
-10% -$149K 0.46% 45
2025
Q2 		$1.43M Buy
18,504
+563
+3% +$40.9K 0.53% 36
2025
Q1 		$1.28M Buy
17,941
+165
+0.9% +$12.1K 0.54% 34
2024
Q4 		$1.29M Buy
17,776
+342
+2% +$25.5K 0.55% 35
2024
Q3 		$1.29M Buy
17,434
+48
+0.3% +$3.4K 0.58% 32
2024
Q2 		$1.21M Buy
17,386
+4,360
+33% +$301K 0.64% 32
2024
Q1 		$909K Buy
13,026
+3,769
+41% +$249K 0.52% 41
2023
Q4 		$599K Buy
9,257
+1,146
+14% +$69.1K 0.39% 51
2023
Q3 		$477K Buy
8,111
+1,209
+18% +$73.3K 0.41% 52
2023
Q2 		$414K Buy
+6,902
New +$401K 0.3% 66

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

WMG Financial Advisors's AVGE Position: Q2 2026 in Review

WMG Financial Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 5.6% in Q2 2026, selling an estimated $104K and leaving 18,268 shares worth $1.81M. The position accounts for 0.68% of the portfolio, ranked #24.

WMG Financial Advisors first reported a position in AVGE in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • WMG Financial Advisors held 18,268 shares of Avantis All Equity Markets ETF worth $1.81M as of Q2 2026.
  • WMG Financial Advisors sold 1,082 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $104K.
  • Avantis All Equity Markets ETF made up 0.68% of WMG Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • WMG Financial Advisors first reported a position in Avantis All Equity Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.