AVGV β€” AMERICAN CENTY ETF TR

Ownership history in Vawter Financial, Ltd.  Β·  7 quarters on record

AI Ownership Summary

Vawter Financial, Ltd. reported AMERICAN CENTY ETF TR (AVGV) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.2% in 2024 Q3. The latest visible filing shows AVGV at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vawter Financial, Ltd.'s position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGV was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vawter Financial, Ltd. held AVGV β€” position size vs. price
% of Fund (quarterly)    AVGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,904 +25 +0.5% 0.15% $359K 2026-02-14 (Est.) $81.13
2025 Q3 ADDED 4,879 +296 +6.5% 0.16% $343K 2025-11-10 $70.28
2025 Q1 REDUCED 4,583 -593 -11.5% 0.16% $279K 2025-05-07 $59.31
2024 Q4 ADDED 5,176 +33 +0.6% 0.19% $316K 2025-01-31 $61.52
2024 Q3 ADDED 5,143 +345 +7.2% 0.20% $323K 2024-11-06 $62.08
2024 Q2 ADDED 4,798 +1,079 +29.0% 0.19% $283K 2024-08-02 $56.29
2024 Q1 INITIATED 3,719 β€” β€” 0.16% $225K 2024-05-16 $57.95

FAQ About Vawter Financial, Ltd. and AVGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vawter Financial, Ltd. reported owning AVGV?

Vawter Financial, Ltd. reported AVGV across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AVGV position in Vawter Financial, Ltd.'s portfolio?

The largest reported portfolio weight for AVGV was 0.20% in 2024 Q3.

What is the latest reported AVGV position on this page?

The most recent filing on this page is 2025 Q4, when Vawter Financial, Ltd. reported 4,904 shares, equal to 0.15% of portfolio, with an estimated market value of $359K.

What does the chart on this AVGV ownership page compare?

The chart compares Vawter Financial, Ltd.'s quarterly AVGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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