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Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership

$88.73 +0.22 (+0.25%)
As of 03:03 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets Value ETF (NYSEARCA:AVGV)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$19.66M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$259.08K
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Skip Chart & View Institutional Buying and Selling Data

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
7/9/2026 Sax Wealth Advisors LLC3,610$280K0.0%-6.1%0.078%
7/8/2026 Evanson Financial LLC28,269$2.40M0.1%N/A0.615%
7/7/2026 Paul R. Ried Financial Group LLC117,691$10.01M4.4%+11.6%2.559%
6/3/2026 NewEdge Advisors LLC9,171$711K0.0%+127.3%0.241%
5/15/2026 Vawter Financial Ltd.4,338$336K0.1%-11.5%0.114%
5/15/2026Empirical Finance LLC5,260$408K0.0%N/A0.138%
5/14/2026 Compound Planning Inc.3,669$285K0.0%+30.7%0.097%
5/8/2026 Maimon Wealth Management LTD.3,050$233K0.2%N/A0.080%
5/7/2026 Paul R. Ried Financial Group LLC105,434$8.18M3.8%+23.7%2.775%
2/19/2026 Compound Planning Inc.2,807$205K0.0%-9.7%0.091%
2/18/2026 NewEdge Advisors LLC4,035$295K0.0%N/A0.130%
2/11/2026 LPL Financial LLC12,485$914K0.0%+115.6%0.403%
2/6/2026 Paul R. Ried Financial Group LLC85,211$6.24M2.9%+10.8%2.749%
1/29/2026 M Wealth Management LLC30,057$2.20M1.9%+4.8%1.002%
1/26/2026 Austin Wealth Management LLC11,758$889K0.1%+9.5%0.392%
1/23/2026 Farther Finance Advisors LLC3,332$244K0.0%N/A0.115%
1/16/2026 Red Lighthouse Investment Management LLC1,270$93K0.0%+42.4%0.044%
1/16/2026 Meredith Wealth Planning460,263$33.68M10.0%+1.1%15.871%
1/12/2026 Sax Wealth Advisors LLC3,845$281K0.0%-6.7%0.137%
1/12/2026Evanson Asset Management LLC27,262$2.00M0.1%+5.7%0.974%
1/12/2026 Rialto Wealth Management LLC726$53K0.0%+95.7%0.026%
1/8/2026 Ridgeline Wealth LLC8,391$614K0.4%-4.0%0.300%
1/8/2026 Wealth Enhancement Advisory Services LLC68,804$5.20M0.0%N/A2.457%
11/17/2025 Paul R. Ried Financial Group LLC76,879$5.41M2.7%+19.2%3.203%
11/12/2025Entrewealth LLC5,752$405K0.2%+37.3%0.240%
11/10/2025 Vawter Financial Ltd.4,879$343K0.2%N/A0.203%
11/10/2025 Compound Planning Inc.3,108$219K0.0%N/A0.130%
11/5/2025 Austin Wealth Management LLC10,735$753K0.1%+12.5%0.447%
11/3/2025Cloud Capital Management LLC1,032$72K0.0%N/A0.043%
10/23/2025 B&D White Capital Company LLC51,228$3.60M0.5%+99.3%2.135%
10/21/2025 M Wealth Management LLC28,684$2.02M1.8%-6.0%1.195%
10/21/2025 Meredith Wealth Planning455,200$32.02M10.1%+7.8%18.967%
10/20/2025 Sax Wealth Advisors LLC4,119$290K0.0%N/A0.172%
10/14/2025Evanson Asset Management LLC25,781$1.81M0.1%+3.1%1.074%
8/14/2025Jane 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%
8/6/2025Entrewealth LLC4,188$273K0.2%N/A0.189%
8/1/2025 Red Lighthouse Investment Management LLC871$57K0.0%N/A0.039%
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7/16/2025 Meredith Wealth Planning422,349$27.55M10.0%+6.8%19.259%
7/15/2025Evanson Asset Management LLC25,000$1.63M0.1%+15.5%1.140%
7/11/2025 Ridgeline Wealth LLC8,807$574K0.5%-95.2%0.403%
5/20/2025Focus 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%


AVGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of Avantis All Equity Markets Value ETF. The most heavily invested institutionals were Meredith Wealth Planning ($33.68M), Paul R. Ried Financial Group LLC ($10.01M), JPMorgan Chase & Co. ($9.51M), Wealth Enhancement Advisory Services LLC ($5.20M), B&D White Capital Company LLC ($3.60M), Evanson Financial LLC ($2.40M), and M Wealth Management LLC ($2.20M).Learn more on Avantis All Equity Markets Value ETF's institutional investors.

Of the 24 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: Ridgeline Wealth LLC ($182.17K), JPMorgan Chase & Co. ($156.01K), Paul R. Ried Financial Group LLC ($117.69K), Meredith Wealth Planning ($110.83K), Wealth Enhancement Advisory Services LLC ($68.80K), M Wealth Management LLC ($32.78K), and Evanson Financial LLC ($28.27K).

Institutional investors have bought a total of 263,389 shares in the last 24 months. This purchase volume represents approximately $19.66M in transactions.

The following institutional investors have sold Avantis All Equity Markets Value ETF stock in the last 24 months: M Wealth Management LLC ($1.82K), Vawter Financial Ltd. ($566.00), Sax Wealth Advisors LLC ($509.00), Ridgeline Wealth LLC ($347.00), and Compound Planning Inc. ($301.00).

Institutional investors have sold a total of 3,539 shares in the last 24 months. This volume of shares sold represents approximately $259.08K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AVGV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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