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Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership

$62.49 -1.10 (-1.73%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets Value ETF (NYSEARCA:AVGV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$31.96M
Number of
Institutional Sellers
(last 12 months)
0
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AVGV Institutional Buying and Selling by Quarter

Avantis All Equity Markets Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2025 JPMorgan Chase & Co.156,013$9.51M0.0%N/A13.566%
2/10/2025 Austin Wealth Management LLC4,652$291K0.1%+4.4%0.405%
1/31/2025 Meredith Wealth Planning382,534$23.33M10.4%+9.5%33.264%
1/24/2025 Paul R. Ried Financial Group LLC39,546$2.41M1.7%N/A3.439%
1/23/2025 M Wealth Management LLC31,402$1.92M1.7%N/A2.731%
1/16/2025 Evanson Asset Management LLC18,191$1.11M0.1%+32.9%1.582%
1/6/2025 Ridgeline Wealth LLC157,592$9.61M7.8%N/A13.704%
11/6/2024 Vawter Financial Ltd.5,143$323K0.2%+7.2%0.447%
10/28/2024 Austin Wealth Management LLC4,457$277K0.1%N/A0.388%
10/8/2024 Evanson Asset Management LLC13,684$859K0.1%+44.1%1.190%
8/2/2024 Vawter Financial Ltd.4,798$283K0.2%+29.0%0.417%
7/24/2024 Meredith Wealth Planning344,063$20.27M10.6%+19.3%29.919%
7/13/2024 Evanson Asset Management LLC9,495$559K0.0%+85.6%0.826%
5/16/2024 Vawter Financial Ltd.3,719$225K0.2%N/A0.323%
4/23/2024 Meredith Wealth Planning288,357$17.42M9.7%+11.4%25.746%
4/13/2024 Evanson Asset Management LLC5,116$309K0.0%+12.0%2.325%
1/25/2024 Meredith Wealth Planning258,812$14.53M9.0%+739.5%117.642%
1/18/2024 Evanson Asset Management LLC4,567$256K0.0%N/A2.076%
10/20/2023 Moisand Fitzgerald Tamayo LLC1,006$52K0.0%N/A0.457%
10/16/2023 Meredith Wealth Planning30,831$1.58M1.2%N/A14.014%
(Data available from 1/1/2016 forward)

AVGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVGV shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Avantis All Equity Markets Value ETF. The most heavily invested institutionals were Meredith Wealth Planning ($23.33M), Ridgeline Wealth LLC ($9.61M), JPMorgan Chase & Co. ($9.51M), Paul R. Ried Financial Group LLC ($2.41M), M Wealth Management LLC ($1.92M), Evanson Asset Management LLC ($1.11M), and Vawter Financial Ltd. ($323K).Learn more on AVGV's institutional investors.

Which institutional investors have been buying Avantis All Equity Markets Value ETF stock?

Of the 9 institutional investors that purchased Avantis All Equity Markets Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Meredith Wealth Planning ($377.16K), Ridgeline Wealth LLC ($157.59K), JPMorgan Chase & Co. ($156.01K), Paul R. Ried Financial Group LLC ($39.55K), M Wealth Management LLC ($31.40K), Evanson Asset Management LLC ($18.19K), and Vawter Financial Ltd. ($5.14K).

How much institutional buying is happening at Avantis All Equity Markets Value ETF?

Institutional investors have bought a total of 790,706 shares in the last 24 months. This purchase volume represents approximately $46.65M in transactions.



This page (NYSEARCA:AVGV) was last updated on 2/23/2025 by MarketBeat.com Staff
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