AVANTIS ALL EQ MKTS VAL ETF (AVGV) Institutional Ownership Changes & 13F Activity
AVANTIS ALL EQ MKTS VAL ETF (AVGV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Meredith Wealth Planning, Evanson Asset Management, Llc, Maimon Wealth Management Ltd., Paul R. Ried Financial Group, Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Sell | -9,005 | -36.6% | 15,569 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +2,069 | +59.2% | 5,565 | $473.14K | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +1,425 | +14.9% | 10,987 | $960.81K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +288 | +1.3% | 23,325 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $81.00 | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management Llc | Buy | +175 | +2.9% | 6,195 | $529.98K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +7,674 | — | 7,674 | $651.68K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +5,465 | +102.6% | 10,793 | $917.65K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +4,084 | +44.5% | 13,255 | $1.13M | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +605 | — | 605 | $51.44K | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, Llc | Buy | +124 | +13.2% | 1,062 | $90.29K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +8,361 | +36.2% | 31,487 | $2.68M | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | Sell | -7 | -0.2% | 3,662 | $311.36K | Q2 2026 | Aug 04, 2026 |
| Mccartney Wealth Management Llc | Buy | +712 | +2.5% | 29,256 | $2.49M | Q2 2026 | Aug 03, 2026 |
| M Wealth Management, Llc | Buy | +24 | +0.1% | 26,914 | $2.29M | Q2 2026 | Jul 27, 2026 |
| Meredith Wealth Planning | Buy | +78,479 | +14.7% | 613,056 | $52.12M | Q2 2026 | Jul 24, 2026 |
| Maimon Wealth Management Ltd. | Buy | +13,150 | +431.1% | 16,200 | $1.38M | Q2 2026 | Jul 24, 2026 |
| Vawter Financial, Ltd. | Sell | -191 | -4.4% | 4,147 | $352.61K | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | Buy | +1,345 | — | 1,345 | $114.32K | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +46 | +1.0% | 4,504 | $382.96K | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +731 | +1.9% | 38,449 | $3.28M | Q2 2026 | Jul 15, 2026 |
| Sax Wealth Advisors, Llc | Sell | -235 | -6.1% | 3,610 | $279.92K | Q2 2026 | Jul 09, 2026 |
| Paul R. Ried Financial Group, Llc | Buy | +12,257 | +11.6% | 117,691 | $10.01M | Q2 2026 | Jul 07, 2026 |
| Ridgeline Wealth, Llc | Buy | +107 | +1.3% | 8,445 | $717.99K | Q2 2026 | Jul 06, 2026 |
| Ubs Group Ag | Sell | -4 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Evanson Asset Management, Llc | Sell | -27,399 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 08, 2026 |
Frequently asked questions about AVGV activity
Which institutional owners are buying AVGV?
Institutional owners buying AVGV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVGV activity?
"Buy" means an investor increased their reported position in AVGV compared to the prior reporting period. This reflects growing exposure to AVANTIS ALL EQ MKTS VAL ETF (AVGV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVGV increasing?
Institutional interest in AVGV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.