Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q2 2024 (June 30)5holders
0new positions
0sold out
$58.90avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Meredith Wealth Planning ($20.3M), Evanson Asset Management, LLC ($559K) and Vawter Financial, Ltd. ($283K).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 61,164 shares bought, net +61,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Meredith Wealth Planning | 10.62% | Add +19.3% | 344,063 | $20.3M |
| Evanson Asset Management, LLC | 0.04% | Add +85.6% | 9,495 | $559K |
| Vawter Financial, Ltd. | 0.19% | Add +29.0% | 4,798 | $283K |
| Orion Capital Management LLC | 0.01% | No change | 310 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $11K |
"% 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.