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Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership

$69.40 +0.07 (+0.10%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$69.44 +0.04 (+0.06%)
As of 08/28/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets Value ETF (NYSEARCA:AVGV)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$33.53M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$11.88M
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AVGV Institutional Buying and Selling by Quarter

Avantis All Equity Markets Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Jane Street Group LLC3,211$209K0.0%-17.3%0.141%
8/11/2025 M Wealth Management LLC30,500$1.99M1.8%-19.9%1.377%
8/11/2025 Paul R. Ried Financial Group LLC64,475$4.21M2.5%+16.2%2.911%
8/8/2025 Austin Wealth Management LLC9,540$629K0.1%+32.6%0.431%
8/6/2025 Entrewealth LLC4,188$273K0.2%N/A0.189%
8/1/2025 Red Lighthouse Investment Management LLC871$57K0.0%N/A0.039%
7/16/2025 Meredith Wealth Planning422,349$27.55M10.0%+6.8%19.259%
7/15/2025 Evanson Asset Management LLC25,000$1.63M0.1%+15.5%1.140%
7/11/2025 Ridgeline Wealth LLC8,807$574K0.5%-95.2%0.403%
5/20/2025 Focus Partners Wealth5,264$320K0.0%N/A0.248%
5/19/2025 Jane Street Group LLC3,882$236K0.0%N/A0.183%
5/8/2025 Meredith Wealth Planning395,336$24.03M10.6%+3.3%19.007%
5/7/2025 Vawter Financial Ltd.4,583$279K0.2%-11.5%0.220%
5/1/2025 Austin Wealth Management LLC7,196$430K0.1%+54.7%0.346%
4/29/2025 Paul R. Ried Financial Group LLC55,505$3.37M2.3%+40.4%2.669%
4/22/2025 Evanson Asset Management LLC21,643$1.32M0.1%+19.0%1.041%
4/11/2025 Ridgeline Wealth LLC182,168$11.07M9.4%+15.6%8.473%
2/12/2025 JPMorgan Chase & Co.156,013$9.51M0.0%N/A13.566%
2/10/2025 Austin Wealth Management LLC4,652$291K0.1%+4.4%0.405%
1/31/2025 Meredith Wealth Planning382,534$23.33M10.4%+9.5%33.264%
1/24/2025 Paul R. Ried Financial Group LLC39,546$2.41M1.7%N/A3.439%
1/23/2025 M Wealth Management LLC31,402$1.92M1.7%N/A2.731%
1/16/2025 Evanson Asset Management LLC18,191$1.11M0.1%+32.9%1.582%
1/6/2025 Ridgeline Wealth LLC157,592$9.61M7.8%N/A13.704%
11/6/2024 Vawter Financial Ltd.5,143$323K0.2%+7.2%0.447%
10/28/2024 Austin Wealth Management LLC4,457$277K0.1%N/A0.388%
10/8/2024 Evanson Asset Management LLC13,684$859K0.1%+44.1%1.190%
8/2/2024 Vawter Financial Ltd.4,798$283K0.2%+29.0%0.417%
7/24/2024 Meredith Wealth Planning344,063$20.27M10.6%+19.3%29.919%
7/13/2024 Evanson Asset Management LLC9,495$559K0.0%+85.6%0.826%
5/16/2024 Vawter Financial Ltd.3,719$225K0.2%N/A0.323%
4/23/2024 Meredith Wealth Planning288,357$17.42M9.7%+11.4%25.746%
4/13/2024 Evanson Asset Management LLC5,116$309K0.0%+12.0%2.325%
1/25/2024 Meredith Wealth Planning258,812$14.53M9.0%+739.5%117.642%
1/18/2024 Evanson Asset Management LLC4,567$256K0.0%N/A2.076%
10/20/2023 Moisand Fitzgerald Tamayo LLC1,006$52K0.0%N/A0.457%
10/16/2023 Meredith Wealth Planning30,831$1.58M1.2%N/A14.014%
(Data available from 1/1/2016 forward)

AVGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVGV shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Avantis All Equity Markets Value ETF. The most heavily invested institutionals were Meredith Wealth Planning ($27.55M), JPMorgan Chase & Co. ($9.51M), Paul R. Ried Financial Group LLC ($4.21M), M Wealth Management LLC ($1.99M), Evanson Asset Management LLC ($1.63M), Austin Wealth Management LLC ($629K), and Ridgeline Wealth LLC ($574K).Learn more on Avantis All Equity Markets Value ETF's institutional investors.

Which institutional investors have been buying Avantis All Equity Markets Value ETF's stock?

Of the 13 institutional investors that purchased Avantis All Equity Markets Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Meredith Wealth Planning ($416.98K), Ridgeline Wealth LLC ($182.17K), JPMorgan Chase & Co. ($156.01K), Paul R. Ried Financial Group LLC ($64.48K), M Wealth Management LLC ($31.40K), Evanson Asset Management LLC ($25K), and Austin Wealth Management LLC ($9.54K).

How much institutional buying is happening at Avantis All Equity Markets Value ETF?

Institutional investors have bought a total of 546,566 shares in the last 24 months. This purchase volume represents approximately $33.53M in transactions.

Which of Avantis All Equity Markets Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold Avantis All Equity Markets Value ETF stock in the last 24 months: Ridgeline Wealth LLC ($173.36K), M Wealth Management LLC ($7.59K), Jane Street Group LLC ($671.00), and Vawter Financial Ltd. ($593.00).

How much institutional selling is happening at Avantis All Equity Markets Value ETF?

Institutional investors have sold a total of 182,219 shares in the last 24 months. This volume of shares sold represents approximately $11.88M in transactions.


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This page (NYSEARCA:AVGV) was last updated on 8/29/2025 by MarketBeat.com Staff
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