Who Owns Avantis All Equity Markets Value ETF 9 (AVGV)?Hedge Fund & Institutional Holders

$76.15-0.62 (-0.81%)Financial ServicesNYSE_ARCA

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$3.3682000623500036e+97T

% of Float Held

—

QoQ Change in Holders

+10 / -1

Price History

$53.40$60.62$67.83$75.05$82.27Sep 24Jun 25Mar 26

AVGV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Meredith Wealth PlanningNew Position+460K+$33.7B
B&D White Capital Company, LLCNew Position+51K+$3.7B
M Wealth Management, LLCNew Position+30K+$2.2B
Austin Wealth Management, LLCNew Position+12K+$888.0M
Paul R. Ried Financial Group, LLCIncreased+8K+$827.5M
SAX WEALTH ADVISORS, LLCNew Position+4K+$281.0M
Farther Finance Advisors, LLCNew Position+3K+$243.0M
Evanson Asset Management, LLCIncreased+1K+$181.6M
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCNew Position+1K+$92.0M
ENTREWEALTH, LLCIncreased+55+$63.4M
Rialto Wealth Management, LLCIncreased+355+$26.9M
Orion Capital Management LLCNew Position+315+$23.0M
Vawter Financial, Ltd.Increased+25+$14.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+69K+$5.2M
McCartney Wealth Management LLCNew Position+26K+$1.9M

AVGV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGClosed Position-305-$21.5M
Compound Planning, Inc.Decreased-301-$13.6M
Ridgeline Wealth, LLCDecreased-347-$613K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Meredith Wealth Planning460,263$33.7B10.03%Share
2Paul R. Ried Financial Group, LLC85,211$6.2B2.94%Share
3B&D White Capital Company, LLC51,228$3.7B0.43%Share
4M Wealth Management, LLC30,057$2.2B1.91%Share
5Evanson Asset Management, LLC27,262$2.0B0.11%Share
6Austin Wealth Management, LLC11,758$888.0M0.13%Share
7Ridgeline Wealth, LLC8,391$614.0M0.43%Share
8ENTREWEALTH, LLC5,807$468.0M0.21%Share
9Vawter Financial, Ltd.4,904$358.0M0.15%Share
10SAX WEALTH ADVISORS, LLC3,845$281.0M0.01%Share
11Farther Finance Advisors, LLC3,332$243.0M0.00%Share
12Compound Planning, Inc.2,807$205.0M0.01%Share
13RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC1,270$92.0M0.03%Share
14Rialto Wealth Management, LLC726$53.0M0.01%Share
15Orion Capital Management LLC315$23.0M0.01%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC68,804$5.2M0.01%Share
17McCartney Wealth Management LLC26,285$1.9M1.66%Share
18Moisand Fitzgerald Tamayo, LLC195$14K0.00%Share
19LPL Financial LLC12,485$00.00%Share
20NewEdge Advisors, LLC4,035$00.00%Share
21Focus Partners Wealth5,328$00.00%Share
22JPMORGAN CHASE & CO8,057$00.00%Share

AVGV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$51.1B+12
Q3 202510$9.6B-5
Q2 202515$37.7B+1
Q1 202514$43.9B+5
Q4 20249$1.5B+4
Q3 20245$1.4B+2
Q2 20243$559.2M+0
Q1 20243$309.1M—

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As of Q4 2025, 22 institutional investors hold AVGV (Avantis All Equity Markets Value ETF 9). The largest holder is Meredith Wealth Planning with $33.7B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own AVGV?

As of Q4 2025, 22 institutional investors report holding AVGV (Avantis All Equity Markets Value ETF 9) in their 13F filings.

Who is the largest institutional holder of AVGV?

The largest institutional holder of AVGV is Meredith Wealth Planning with $33.7B in shares.

Is institutional ownership of AVGV increasing or decreasing?

This quarter, 10 institutions opened new positions in AVGV and 1 closed their positions.