Vault-13

AMERICAN CENTY ETF TR AVGV

AVANTIS ALL EQT · ETP · CUSIP 025072216

22 institutional holders +3 vs Q3 2025
822,365822.4k shares reported held*
$60.4mreported value*
4 new 11 added 3 reduced 2 sold out net bought ≈ $7.8m (+106.8k 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 ≈ $73.47.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q2 23: 1Q3 23: 4Q4 23: 6Q1 24: 6Q2 24: 6Q3 24: 9Q4 24: 14Q1 25: 15Q2 25: 16Q3 25: 19Q4 25: 2222Q2 23Q4 23Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 20231
Q3 20234
Q4 20236
Q1 20246
Q2 20246
Q3 20249
Q4 202414
Q1 202515
Q2 202516
Q3 202519
Q4 202522

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 24: 3 bought or addedQ1 24: 2 cut or sold outQ2 24: 3 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 7 bought or addedQ3 24: 1 cut or sold outQ4 24: 8 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 2 cut or sold outQ2 25: 8 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 5 cut or sold outQ4 25: 15 bought or addedQ4 25: 5 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202432
Q2 202430
Q3 202471
Q4 202482
Q1 2025112
Q2 202586
Q3 2025145
Q4 2025155

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +68,804+68.8k
Paul R. Ried Financial Group, LLC Added +8,332+8.3k
JPMORGAN CHASE & CO New +8,057+8.1k
LPL Financial LLC Added +6,693+6.7k
Meredith Wealth Planning Added +5,063+5.1k
NewEdge Advisors, LLC New +4,035+4.0k
Farther Finance Advisors, LLC New +3,332+3.3k
Evanson Asset Management, LLC Added +1,481+1.5k
M Wealth Management, LLC Added +1,373+1.4k
Austin Wealth Management, LLC Added +1,023+1.0k

Biggest sellers

Cloud Capital Management, LLC Sold out -1,032-1.0k
Ridgeline Wealth, LLC Reduced -347-347
UBS Group AG Sold out -305-305
Compound Planning, Inc. Reduced -301-301
SAX WEALTH ADVISORS, LLC Reduced -274-274

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meredith Wealth Planning 10.03% of their portfolio MARYVILLE, IL 460,263460.3k $33.7m $33.7m 10.03% Added +5.1k +5,063
2 Paul R. Ried Financial Group, LLC 2.94% of their portfolio BELLEVUE, WA 85,21185.2k $6.2m $6.2m 2.94% Added +8.3k +8,332
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 68,80468.8k $5.2m $5.2m 0.01% New
4 B&D White Capital Company, LLC 0.43% of their portfolio Lakeway, TX 51,22851.2k $3.7m $3.7m 0.43% Unchanged
5 M Wealth Management, LLC 1.91% of their portfolio San Diego, CA 30,05730.1k $2.2m $2.2m 1.91% Added +1.4k +1,373
6 Evanson Asset Management, LLC 0.11% of their portfolio CARMEL, CA 27,26227.3k $2.0m $2.0m 0.11% Added +1.5k +1,481
7 McCartney Wealth Management LLC 1.66% of their portfolio CLAYTON, MO 26,28526.3k $1.9m $1.9m 1.66% First filing
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,48512.5k $913.7k $913.7k 0.00% Added +6.7k +6,693
9 Austin Wealth Management, LLC 0.13% of their portfolio Austin, TX 11,75811.8k $888.9k $888.9k 0.13% Added +1.0k +1,023
10 Ridgeline Wealth, LLC 0.43% of their portfolio MESA, AZ 8,3918.4k $614.1k $614.1k 0.43% Reduced -347 -347
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,0578.1k $589.6k $589.6k 0.00% New
12 ENTREWEALTH, LLC 0.21% of their portfolio AUSTIN, TX 5,8075.8k $468.6k $468.6k 0.21% Added +55 +55
13 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,3285.3k $389.9k $389.9k 0.00% Added +60 +60
14 Vawter Financial, Ltd. 0.15% of their portfolio COLUMBUS, OH 4,9044.9k $358.8k $358.8k 0.15% Added +25 +25
15 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,0354.0k $295.3k $295.3k 0.00% New
16 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 3,8453.8k $281.4k $281.4k 0.01% Reduced -274 -274
17 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,3323.3k $243.9k $243.9k 0.00% New
18 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 2,8072.8k $205.4k $205.4k 0.01% Reduced -301 -301
19 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio HILLSDALE, NY 1,2701.3k $92.9k $92.9k 0.03% Added +378 +378
20 Rialto Wealth Management, LLC 0.01% of their portfolio SYRACUSE, NY 726726 $53.1k $53.1k 0.01% Added +355 +355
21 Orion Capital Management LLC 0.01% of their portfolio CORONADO, CA 315315 $23.1k $23.1k 0.01% Unchanged
22 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 195195 $14.3k $14.3k 0.00% Unchanged