Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q3 2024 (September 30)8holders +3
4new positions
1sold out
$62.77avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were Meredith Wealth Planning ($21.9M), Evanson Asset Management, LLC ($859K) and Vawter Financial, Ltd. ($323K).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $556K |
| Exits | 1 | $18K |
All 13F filers, Q2 2024 → Q3 2024: 18,811 shares bought and 310 shares sold, net +18,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Meredith Wealth Planning | 10.47% | Add +1.6% | 349,436 | $21.9M |
| Evanson Asset Management, LLC | 0.06% | Add +44.1% | 13,684 | $859K |
| Vawter Financial, Ltd. | 0.20% | Add +7.2% | 5,143 | $323K |
| Austin Wealth Management, LLC | 0.06% | New | 4,457 | $277K |
| Susquehanna International Group, LLP | 0.00% | New | 3,577 | $225K |
| Red Lighthouse Investment Management, LLC | 0.02% | New | 866 | $54K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $12K |
| Planned Solutions, Inc. | 0.00% | New | 4 | $251 |
"% 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.