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Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership

$85.00 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$19.26M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$12.09M
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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
6/3/2026NewEdge Advisors LLC9,171$711K0.0%+127.3%0.241%
5/15/2026Vawter Financial Ltd.4,338$336K0.1%-11.5%0.114%
5/15/2026Empirical Finance LLC5,260$408K0.0%N/A0.138%
5/14/2026Compound Planning Inc.3,669$285K0.0%+30.7%0.097%
5/8/2026Maimon Wealth Management LTD.3,050$233K0.2%N/A0.080%
5/7/2026Paul R. Ried Financial Group LLC105,434$8.18M3.8%+23.7%2.775%
2/19/2026Compound Planning Inc.2,807$205K0.0%-9.7%0.091%
2/18/2026NewEdge Advisors LLC4,035$295K0.0%N/A0.130%
2/11/2026LPL Financial LLC12,485$914K0.0%+115.6%0.403%
2/6/2026Paul R. Ried Financial Group LLC85,211$6.24M2.9%+10.8%2.749%
1/29/2026M Wealth Management LLC30,057$2.20M1.9%+4.8%1.002%
1/26/2026Austin Wealth Management LLC11,758$889K0.1%+9.5%0.392%
1/23/2026Farther Finance Advisors LLC3,332$244K0.0%N/A0.115%
1/16/2026Red Lighthouse Investment Management LLC1,270$93K0.0%+42.4%0.044%
1/16/2026Meredith Wealth Planning460,263$33.68M10.0%+1.1%15.871%
1/12/2026Sax Wealth Advisors LLC3,845$281K0.0%-6.7%0.137%
1/12/2026Evanson Asset Management LLC27,262$2.00M0.1%+5.7%0.974%
1/12/2026Rialto Wealth Management LLC726$53K0.0%+95.7%0.026%
1/8/2026Ridgeline Wealth LLC8,391$614K0.4%-4.0%0.300%
1/8/2026Wealth Enhancement Advisory Services LLC68,804$5.20M0.0%N/A2.457%
11/17/2025Paul R. Ried Financial Group LLC76,879$5.41M2.7%+19.2%3.203%
11/12/2025Entrewealth LLC5,752$405K0.2%+37.3%0.240%
11/10/2025Vawter Financial Ltd.4,879$343K0.2%N/A0.203%
11/10/2025Compound Planning Inc.3,108$219K0.0%N/A0.130%
11/5/2025Austin Wealth Management LLC10,735$753K0.1%+12.5%0.447%
11/3/2025Cloud Capital Management LLC1,032$72K0.0%N/A0.043%
10/23/2025B&D White Capital Company LLC51,228$3.60M0.5%+99.3%2.135%
10/21/2025M Wealth Management LLC28,684$2.02M1.8%-6.0%1.195%
10/21/2025Meredith Wealth Planning455,200$32.02M10.1%+7.8%18.967%
10/20/2025Sax 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%
8/11/2025M Wealth Management LLC30,500$1.99M1.8%-19.9%1.377%
8/11/2025Paul R. Ried Financial Group LLC64,475$4.21M2.5%+16.2%2.911%
8/8/2025Austin Wealth Management LLC9,540$629K0.1%+32.6%0.431%
8/6/2025Entrewealth LLC4,188$273K0.2%N/A0.189%
8/1/2025Red Lighthouse Investment Management LLC871$57K0.0%N/A0.039%
7/16/2025Meredith Wealth Planning422,349$27.55M10.0%+6.8%19.259%
7/15/2025Evanson Asset Management LLC25,000$1.63M0.1%+15.5%1.140%
7/11/2025Ridgeline Wealth LLC8,807$574K0.5%-95.2%0.403%
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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, 23 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), JPMorgan Chase & Co. ($9.51M), Paul R. Ried Financial Group LLC ($8.18M), Wealth Enhancement Advisory Services LLC ($5.20M), B&D White Capital Company LLC ($3.60M), M Wealth Management LLC ($2.20M), and Evanson Asset Management LLC ($2.00M).Learn more on Avantis All Equity Markets Value ETF's institutional investors.

Of the 23 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), Meredith Wealth Planning ($166.53K), JPMorgan Chase & Co. ($156.01K), Paul R. Ried Financial Group LLC ($105.43K), Wealth Enhancement Advisory Services LLC ($68.80K), M Wealth Management LLC ($32.78K), and B&D White Capital Company LLC ($25.53K).

Institutional investors have bought a total of 269,606 shares in the last 24 months. This purchase volume represents approximately $19.26M in transactions.

The following institutional investors have sold Avantis All Equity Markets Value ETF stock in the last 24 months: Ridgeline Wealth LLC ($173.71K), M Wealth Management LLC ($9.41K), Jane Street Group LLC ($671.00), Vawter Financial Ltd. ($566.00), Compound Planning Inc. ($301.00), and Sax Wealth Advisors LLC ($274.00).

Institutional investors have sold a total of 184,930 shares in the last 24 months. This volume of shares sold represents approximately $12.09M in transactions.


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This page (NYSEARCA:AVGV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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