Free Trial
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free AVGV Stock Alerts

Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership

$85.71 +0.32 (+0.37%)
Closing price 04:10 PM Eastern
Extended Trading
$85.71 0.00 (0.00%)
As of 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$20.17M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$259.08K
Get AVGV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis All Equity Markets Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC4,837$408K0.0%+7.4%0.088%
10/1/2026 Burkett Financial Services LLC624$53K0.0%N/A0.012%
9/25/2026Atomic Invest LLC445$38K0.0%N/A0.008%
9/9/2026NewEdge Advisors LLC13,255$1.13M0.0%+44.5%0.271%
9/8/2026Allworth Financial LP605$51K0.0%N/A0.012%
7/9/2026Sax Wealth Advisors LLC3,610$280K0.0%-6.1%0.078%
7/8/2026Evanson Financial LLC28,269$2.40M0.1%N/A0.615%
7/7/2026Paul R. Ried Financial Group LLC117,691$10.01M4.4%+11.6%2.559%
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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
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%
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, 27 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 27 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 269,480 shares in the last 24 months. This purchase volume represents approximately $20.17M 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 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel