AVGE — AVANTIS ALL EQUITY MARKETS ETF

Ownership history in Align Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Align Financial, LLC reported a position in AVANTIS ALL EQUITY MARKETS ETF (AVGE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.25% (2025 Q4)
Avg. % of fund
2.25%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 3,880,077 — — 2.25% $3.88B $85.91
% of Fund (quarterly)    AVGE price (monthly, adj. close)

Other funds also holding AVGE

As of 2025 Q4 — sorted by position size

Meredith Wealth Planning 3Y 5.95% Nova R Wealth, Inc. 3Y 3.13% Intelligent Financial Strategies 3Y 2.7% Sprinkle Financial Consultants LLC 2.44% FMB WEALTH MANAGEMENT 2.13% Ridgeline Wealth, LLC 1.66% Paragon Advisors, LLC 3Y 1.47% Yardley Wealth Management LLC 1.38% Collaborative Wealth Managment Inc. 3Y 1.0% Greenspring Advisors, LLC 3Y 0.92%
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