Yardley Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Yardley 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 Q2	$3.35M	Buy	33,830 +309	+0.9%	+$29.7K	1.52%	14
2026 Q1	$2.95M	Buy	33,521 +3,406	+11%	+$307K	1.51%	14
2025 Q4	$2.59M	Buy	30,115 +3,350	+13%	+$283K	1.38%	15
2025 Q3	$2.23M	Buy	26,765 +1,282	+5%	+$103K	1.25%	16
2025 Q2	$1.97M	Buy	25,483 +2,322	+10%	+$169K	1.08%	17
2025 Q1	$1.65M	Buy	23,161 +2,533	+12%	+$186K	0.97%	17
2024 Q4	$1.49M	Buy	20,628 +144	+0.7%	+$10.7K	0.73%	21
2024 Q3	$1.51M	Buy	+20,484	New	+$1.45M	0.9%	17

Other funds holding AVGE

MWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yardley Wealth Management's AVGE Position: Q2 2026 in Review

Yardley Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 0.92% in Q2 2026, buying an estimated $29.7K and bringing the position to 33,830 shares worth $3.35M. The position accounts for 1.52% of the portfolio, ranked #14.

Yardley Wealth Management first reported a position in AVGE in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Yardley Wealth Management held 33,830 shares of Avantis All Equity Markets ETF worth $3.35M as of Q2 2026.
Yardley Wealth Management bought 309 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $29.7K.
Avantis All Equity Markets ETF made up 1.52% of Yardley Wealth Management's portfolio in Q2 2026, its #14 holding.
Yardley Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.