Avantis All Equity Markets Value ETF (AVGV)
ETF ยท NYSE Arca
Avantis All Equity Markets Value ETF (AVGV) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 27, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- June 27, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 31 institutions reported holding AVGV, with 1.1 million shares worth $94.6 million in aggregate. The largest reported holder was Meredith Wealth Planning, with 613,056 shares worth $52.1 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Meredith Wealth Planning | 613,056 | $52M | Added 14.68% |
| Paul R. Ried Financial Group | 117,691 | $10M | Added 11.63% |
| B&D White Capital Company | 51,228 | $4M | Unchanged |
| Wealth Enhancement Advisory Services | 38,449 | $3M | Added 1.94% |
| Lpl Financial | 31,487 | $3M | Added 36.15% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is AVGV?
Avantis All Equity Markets Value ETF (AVGV) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 27, 2023.
Who are the largest institutional holders of AVGV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AVGV were Meredith Wealth Planning, Paul R. Ried Financial Group and B&D White Capital Company.
How many institutions own AVGV?
31 institutions reported a position in AVGV for the quarter ended June 30, 2026, worth $94.6 million in total.
Did institutions buy or sell AVGV last quarter?
Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for AVGV.
Every reported institutional holder, plus insider and congressional trades in AVGV, on SentiSense.