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Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership

$66.42 -0.47 (-0.70%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$66.44 +0.02 (+0.03%)
As of 07/11/2025 04:10 PM Eastern
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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)
10
Total
Institutional Inflows
(last 12 months)
$33.83M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$11.34M
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AVGV Institutional Buying and Selling by Quarter

Avantis All Equity Markets Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Ridgeline Wealth LLC8,807$574K0.5%-95.2%0.403%
5/20/2025Focus Partners Wealth5,264$320K0.0%N/A0.248%
5/19/2025Jane Street Group LLC3,882$236K0.0%N/A0.183%
5/8/2025Meredith Wealth Planning395,336$24.03M10.6%+3.3%19.007%
5/7/2025Vawter Financial Ltd.4,583$279K0.2%-11.5%0.220%
5/1/2025Austin Wealth Management LLC7,196$430K0.1%+54.7%0.346%
4/29/2025Paul R. Ried Financial Group LLC55,505$3.37M2.3%+40.4%2.669%
4/22/2025Evanson Asset Management LLC21,643$1.32M0.1%+19.0%1.041%
4/11/2025Ridgeline Wealth LLC182,168$11.07M9.4%+15.6%8.473%
2/12/2025JPMorgan Chase & Co.156,013$9.51M0.0%N/A13.566%
2/10/2025Austin Wealth Management LLC4,652$291K0.1%+4.4%0.405%
1/31/2025Meredith Wealth Planning382,534$23.33M10.4%+9.5%33.264%
1/24/2025Paul R. Ried Financial Group LLC39,546$2.41M1.7%N/A3.439%
1/23/2025M Wealth Management LLC31,402$1.92M1.7%N/A2.731%
1/16/2025Evanson Asset Management LLC18,191$1.11M0.1%+32.9%1.582%
1/6/2025Ridgeline Wealth LLC157,592$9.61M7.8%N/A13.704%
11/6/2024Vawter Financial Ltd.5,143$323K0.2%+7.2%0.447%
10/28/2024Austin Wealth Management LLC4,457$277K0.1%N/A0.388%
10/8/2024Evanson Asset Management LLC13,684$859K0.1%+44.1%1.190%
8/2/2024Vawter Financial Ltd.4,798$283K0.2%+29.0%0.417%
7/24/2024Meredith Wealth Planning344,063$20.27M10.6%+19.3%29.919%
7/13/2024Evanson Asset Management LLC9,495$559K0.0%+85.6%0.826%
5/16/2024Vawter Financial Ltd.3,719$225K0.2%N/A0.323%
4/23/2024Meredith Wealth Planning288,357$17.42M9.7%+11.4%25.746%
4/13/2024Evanson Asset Management LLC5,116$309K0.0%+12.0%2.325%
1/25/2024Meredith Wealth Planning258,812$14.53M9.0%+739.5%117.642%
1/18/2024Evanson Asset Management LLC4,567$256K0.0%N/A2.076%
10/20/2023Moisand Fitzgerald Tamayo LLC1,006$52K0.0%N/A0.457%
10/16/2023Meredith 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, 11 institutional investors and hedge funds held shares of Avantis All Equity Markets Value ETF. The most heavily invested institutionals were Meredith Wealth Planning ($24.03M), JPMorgan Chase & Co. ($9.51M), Paul R. Ried Financial Group LLC ($3.37M), M Wealth Management LLC ($1.92M), Evanson Asset Management LLC ($1.32M), Ridgeline Wealth LLC ($574K), and Austin Wealth Management LLC ($430K).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 11 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 ($389.96K), Ridgeline Wealth LLC ($182.17K), JPMorgan Chase & Co. ($156.01K), Paul R. Ried Financial Group LLC ($55.51K), M Wealth Management LLC ($31.40K), Evanson Asset Management LLC ($21.64K), and Austin Wealth Management LLC ($7.20K).

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

Institutional investors have bought a total of 556,608 shares in the last 24 months. This purchase volume represents approximately $33.83M 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), 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 173,954 shares in the last 24 months. This volume of shares sold represents approximately $11.34M in transactions.



This page (NYSEARCA:AVGV) was last updated on 7/14/2025 by MarketBeat.com Staff
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