AVGV Institutional Ownership & Shareholders
AVANTIS ALL EQ MKTS VAL ETF (AVGV) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $98.28M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Meredith Wealth Planning is currently the largest disclosed institutional shareholder of AVGV tracked by InsiderSet, reporting ownership valued at approximately $57.32M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.15M, representing an estimated gain of +1.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed AVGV value among the investors covered in this analysis. Major shareholders include Meredith Wealth Planning, Paul R. Ried Financial Group, Llc, B&D White Capital Company, Llc, and several other long-term asset managers with concentrated positions in AVANTIS ALL EQ MKTS VAL ETF (AVGV).
This page ranks the largest institutional AVGV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$98.28M
Largest Holder
Meredith Wealth Planning
Largest Position
$57.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Meredith Wealth Planning | 14.31% | 679,434 | $57,317,088 | $58,145,962 | +$828,874 | +1.45% | |
| Paul R. Ried Financial Group, Llc | 4.37% | 117,691 | $10,006,089 | $10,071,996 | +$65,907 | +0.66% | |
| B&D White Capital Company, Llc | 0.42% | 51,228 | $4,321,594 | $4,384,092 | +$62,498 | +1.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 40,231 | $3,426,072 | $3,442,969 | +$16,897 | +0.49% | |
| Lpl Financial Llc | 0.00% | 31,487 | $2,677,006 | $2,694,657 | +$17,651 | +0.66% | |
| Mccartney Wealth Management Llc | 1.89% | 29,256 | $2,487,307 | $2,503,728 | +$16,421 | +0.66% | |
| M Wealth Management, Llc | 1.71% | 26,311 | $2,219,596 | $2,251,695 | +$32,099 | +1.45% | |
| Evanson Asset Management, Llc | 0.11% | 27,399 | $2,124,553 | $2,344,806 | +$220,253 | +10.37% | |
| Aqr Capital Management Llc | 0.00% | 23,325 | $1,983,092 | $1,996,154 | +$13,062 | +0.66% | |
| Maimon Wealth Management Ltd. | 1.06% | 16,200 | $1,375,056 | $1,386,396 | +$11,340 | +0.82% | |
| Raymond James Financial Inc | 0.00% | 15,569 | $1,323,676 | $1,332,395 | +$8,719 | +0.66% | |
| Newedge Advisors, Llc | 0.00% | 13,255 | $1,126,956 | $1,134,363 | +$7,407 | +0.66% | |
| Focus Partners Wealth | 0.00% | 10,793 | $917,653 | $923,665 | +$6,012 | +0.66% | |
| Entrewealth, Llc | 0.31% | 10,274 | $866,715 | $879,249 | +$12,534 | +1.45% | |
| Bip Wealth, Llc | 0.02% | 9,387 | $791,870 | $803,339 | +$11,469 | +1.45% | |
| Ridgeline Wealth, Llc | 0.40% | 8,155 | $698,965 | $697,905 | -$1,060 | -0.15% | |
| Jpmorgan Chase & Co | 0.00% | 7,674 | $651,676 | $656,741 | +$5,065 | +0.78% | |
| Asset One Wealth Management Llc | 0.05% | 6,686 | $564,031 | $572,188 | +$8,157 | +1.45% | |
| Jane Street Group, Llc | 0.00% | 5,565 | $473,136 | $476,253 | +$3,117 | +0.66% | |
| Empirical Finance, Llc | 0.02% | 5,260 | $447,205 | $450,151 | +$2,946 | +0.66% | |
| Farther Finance Advisors, Llc | 0.00% | 4,837 | $408,059 | $413,950 | +$5,891 | +1.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,746 | $400,380 | $406,163 | +$5,783 | +1.44% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 4,230 | $356,843 | $362,003 | +$5,160 | +1.45% | |
| Vawter Financial, Ltd. | 0.14% | 4,338 | $336,364 | $371,246 | +$34,882 | +10.37% | |
| Compound Planning, Inc. | 0.01% | 3,662 | $311,359 | $313,394 | +$2,035 | +0.65% | |
| Sax Wealth Advisors, Llc | 0.01% | 3,610 | $304,540 | $308,944 | +$4,404 | +1.45% | |
| Mosley Wealth Management | 0.04% | 1,441 | $123,458 | $123,321 | -$137 | -0.11% | |
| Rialto Wealth Management, Llc | 0.02% | 1,062 | $90,292 | $90,886 | +$594 | +0.66% | |
| Burkett Financial Services, Llc | 0.02% | 624 | $52,690 | $53,402 | +$712 | +1.35% | |
| Allworth Financial Lp | 0.00% | 605 | $51,438 | $51,776 | +$338 | +0.66% | |
| Orion Capital Management Llc | 0.01% | 315 | $26,781 | $26,958 | +$177 | +0.66% | |
| Moisand Fitzgerald Tamayo, Llc | 0.00% | 195 | $16,451 | $16,688 | +$237 | +1.44% | |
| Trellis Wealth Advisors Llc | 0.00% | 47 | $3,992 | $4,022 | +$30 | +0.76% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $81 | $86 | +$5 | +5.65% |
Frequently asked questions about AVGV
Who are the largest institutional holders of AVGV?
The largest institutional holders of AVGV reported in the latest SEC Form 13F filings include Meredith Wealth Planning, Paul R. Ried Financial Group, Llc, B&D White Capital Company, Llc, Wealth Enhancement Advisory Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AVGV position.
What is AVGV institutional ownership?
This page tracks AVGV positions reported by institutional investment managers through SEC Form 13F. AVANTIS ALL EQ MKTS VAL ETF (AVGV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVGV?
InsiderSet currently tracks 34 institutional managers reporting AVGV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVGV shareholders.
How much AVGV stock do institutions own?
Institutional investment managers disclosed approximately $98.28M in AVGV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVGV institutional ownership last updated?
The latest AVGV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVGV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVGV position after the reporting date.
Are institutions buying or selling AVGV?
Institutional buying and selling can be analyzed by comparing AVGV positions across consecutive 13F reporting periods. InsiderSet's AVGV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVGV ownership changes.
How has AVGV institutional ownership changed over time?
InsiderSet tracks AVGV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.