Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q4 2024 (December 31)13holders +5
4new positions
2sold out
$60.99avg. 13F price*
At the end of Q4 2024, 13 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, up 5 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Meredith Wealth Planning ($23.3M), Ridgeline Wealth, LLC ($9.6M) and JPMorgan Chase & Co. ($9.5M).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $9.8M |
| Exits | 2 | $225K |
All 13F filers, Q3 2024 → Q4 2024: 199,313 shares bought and 3,581 shares sold, net +195,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Meredith Wealth Planning | 10.40% | Add +9.5% | 382,534 | $23.3M |
| Ridgeline Wealth, LLC | 7.83% | — | 157,592 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | New | 156,013 | $9.5M |
| Paul R. Ried Financial Group, LLC | 1.69% | — | 39,546 | $2.4M |
| M Wealth Management, LLC | 1.75% | — | 31,402 | $1.9M |
| Evanson Asset Management, LLC | 0.08% | Add +32.9% | 18,191 | $1.1M |
| Vawter Financial, Ltd. | 0.19% | Add +0.6% | 5,176 | $316K |
| Merriman Wealth Management, LLC | 0.01% | New | 5,153 | $314K |
| Austin Wealth Management, LLC | 0.06% | Add +4.4% | 4,652 | $291K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 866 | $53K |
| Orion Capital Management LLC | 0.01% | New | 310 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $12K |
| MAI Capital Management | 0.00% | New | 4 | $271 |
"% 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.