Yardley Wealth Management
AVGE icon

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
Q3 		$3.41M Buy
34,661
+831
+2% +$83.1K 1.49% 14
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

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Align Financial
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Yardley Wealth Management's AVGE Position: Q3 2026 in Review

Yardley Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 2.5% in Q3 2026, buying an estimated $83.1K and bringing the position to 34,661 shares worth $3.41M. The position accounts for 1.49% of the portfolio, ranked #14.

Yardley Wealth Management first reported a position in AVGE in Q3 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Yardley Wealth Management held 34,661 shares of Avantis All Equity Markets ETF worth $3.41M as of Q3 2026.
  • Yardley Wealth Management bought 831 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $83.1K.
  • Avantis All Equity Markets ETF made up 1.49% of Yardley Wealth Management's portfolio in Q3 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 9 quarters since.
  • 51 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.