AMERICAN CENTY ETF TR AVGV
AVANTIS ALL EQT · ETP · CUSIP 025072216
6
institutional holders
+0 vs Q1 2024
358.9k
shares reported held*
$21.1mreported value*
0 new
3 added
0 reduced
0 sold out
net bought ≈ $3.6m (+61.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.90.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 1 |
| Q3 2023 | 4 |
| Q4 2023 | 6 |
| Q1 2024 | 6 |
| Q2 2024 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 3 | 0 |
| Q4 2023 | 3 | 0 |
| Q1 2024 | 3 | 2 |
| Q2 2024 | 3 | 0 |
Biggest buyers
| Meredith Wealth Planning | Added | +55.7k |
| Evanson Asset Management, LLC | Added | +4.4k |
| Vawter Financial, Ltd. | Added | +1.1k |
Biggest sellers
| None |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Meredith Wealth Planning 10.62% of their portfolio | 344.1k $20.3m | Added +55.7k |
| Evanson Asset Management, LLC 0.04% of their portfolio | 9.5k $559.2k | Added +4.4k |
| Vawter Financial, Ltd. 0.19% of their portfolio | 4.8k $282.6k | Added +1.1k |
| Orion Capital Management LLC 0.01% of their portfolio | 310 $18.3k | Unchanged |
| Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio | 195 $11.5k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |