AVGV institutional holders

Avantis All Equity Markets Value ETF · 32 reporting institutions · $96.7M reported value

Funds that can replace AVGV · AVGV return decomposition

Institutional holdings

Institutions reporting AVGV, largest first
InstitutionReported positionAdvisors at firmReport period
Meredith Wealth Planning$52.1M22026-06-30
Paul R. Ried Financial Group, LLC$10M92026-06-30
B&D White Capital Company, LLC$4.4M62026-06-30
Wealth Enhancement Advisory Services, LLC$3.3M1,0262026-06-30
Lpl Financial LLC$2.7M23,4582026-06-30
McCartney Wealth Management LLC$2.5M22026-06-30
Fig Financial Advisory Services Inc /adv$2.5M32026-06-30
Evanson Financial, LLC$2.4M42026-06-30
M Wealth Management, LLC$2.3M32026-06-30
Evanson Asset Management, LLC$2.1M02026-03-31
Aqr Capital Management LLC$2M12026-06-30
Maimon Wealth Management Ltd.$1.4M02026-06-30
Raymond James Financial Inc$1.3M02026-06-30
Newedge Advisors$1.1M6012026-06-30
Entrewealth, LLC$960.8K172026-06-30
Focus Partners Wealth$917.7K1,0482026-06-30
Ridgeline Wealth, LLC$718K42026-06-30
Jpmorgan Chase & Co$651.7K02026-06-30
Asset One Wealth Management LLC$530K182026-06-30
Jane Street Group, LLC$473.1K02026-06-30
Empirical Finance, LLC$447.2K02026-06-30
Farther Finance Advisors, LLC$383K3342026-06-30
Copper Harbor Investment Advisors, LLC$381.8K52026-06-30
Vawter Financial, Ltd.$352.6K42026-06-30
Compound Planning, Inc.$311.4K752026-06-30
Sax Wealth Advisors, LLC$279.9K422026-06-30
Mosley Wealth Management$114.3K122026-06-30
Rialto Wealth Management, LLC$90.3K82026-06-30
Allworth Financial, LP$51.4K3172026-06-30
Orion Capital Management LLC$26.8K42026-06-30
Moisand Fitzgerald Tamayo, LLC$16.6K102026-06-30
Wells Fargo & Company/mn$8102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30