XY Planning Network’s Avantis All Equity Markets ETF AVGE Stock Holding History

XY Planning Network’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	$227K	Buy	+2,291	New	+$220K	0.03%	320

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

XY Planning Network's AVGE Position: Q2 2026 in Review

XY Planning Network opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 2,291 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #320 among its holdings.

60 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

XY Planning Network held 2,291 shares of Avantis All Equity Markets ETF worth $227K as of Q2 2026.
Avantis All Equity Markets ETF was a new XY Planning Network position in Q2 2026.
Avantis All Equity Markets ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #320 holding.
60 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.