Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q1 2024 (March 31)5holders
$60.42avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings. The largest holders were Meredith Wealth Planning ($17.4M), Evanson Asset Management, LLC ($309K) and Vawter Financial, Ltd. ($225K).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $225K |
| Exits | 1 | $381K |
Ownership 5 holders
| Meredith Wealth Planning | 9.72% | Add +11.4% | 288,357 | $17.4M |
| Evanson Asset Management, LLC | 0.02% | Add +12.0% | 5,116 | $309K |
| Vawter Financial, Ltd. | 0.16% | New | 3,719 | $225K |
| Orion Capital Management LLC | 0.01% | No change | 310 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -80.6% | 195 | $12K |
"% of holder's portfolio" is AVGV's weight in each manager's 13F, not the share of Avantis All Eq MKTS Val ETF the manager owns.