Vault-13

AMERICAN CENTY ETF TR AVGV

AVANTIS ALL EQT · ETP · CUSIP 025072216

28 institutional holders +6 vs Q4 2025
958,554958.6k shares reported held*
$74.3mreported value*
8 new 10 added 5 reduced 2 sold out net bought ≈ $10.5m (+136.2k 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 ≈ $77.55.

Trends to Q1 2026

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: 22Q1 26: 2828Q2 23Q1 24Q4 24Q3 25Q1 26
Numbers
QuarterHolders
Q2 20231
Q3 20234
Q4 20236
Q1 20246
Q2 20246
Q3 20249
Q4 202414
Q1 202515
Q2 202516
Q3 202519
Q4 202522
Q1 202628

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 24: 3 bought or addedQ2 24: 0 cut or sold outQ3 24: 7 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 8 bought or addedQ4 24: 2 cut or sold outQ1 25: 11 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 8 bought or addedQ2 25: 6 cut or sold outQ3 25: 14 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 15 bought or addedQ4 25: 5 cut or sold outQ1 26: 18 bought or addedQ1 26: 7 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202430
Q3 202471
Q4 202482
Q1 2025112
Q2 202586
Q3 2025145
Q4 2025155
Q1 2026187

Biggest buyers

Meredith Wealth Planning Added +74,314+74.3k
RAYMOND JAMES FINANCIAL INC New +24,574+24.6k
AQR CAPITAL MANAGEMENT LLC New +23,037+23.0k
Paul R. Ried Financial Group, LLC Added +20,223+20.2k
LPL Financial LLC Added +10,641+10.6k
Asset One Wealth Management LLC New +6,020+6.0k
Empirical Finance, LLC New +5,260+5.3k
NewEdge Advisors, LLC Added +5,136+5.1k
ENTREWEALTH, LLC Added +3,755+3.8k
JANE STREET GROUP, LLC New +3,496+3.5k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -31,086-31.1k
Austin Wealth Management, LLC Sold out -11,758-11.8k
M Wealth Management, LLC Reduced -3,167-3.2k
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC Sold out -1,270-1.3k
Vawter Financial, Ltd. Reduced -566-566
Ridgeline Wealth, LLC Reduced -53-53
JPMORGAN CHASE & CO Reduced -17-17

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meredith Wealth Planning 11.23% of their portfolio MARYVILLE, IL 534,577534.6k $41.5m $41.5m 11.23% Added +74.3k +74,314
2 Paul R. Ried Financial Group, LLC 3.80% of their portfolio BELLEVUE, WA 105,434105.4k $8.2m $8.2m 3.80% Added +20.2k +20,223
3 B&D White Capital Company, LLC 0.49% of their portfolio Lakeway, TX 51,22851.2k $4.0m $4.0m 0.49% Unchanged
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 37,71837.7k $2.9m $2.9m 0.01% Reduced -31.1k -31,086
5 McCartney Wealth Management LLC 1.86% of their portfolio CLAYTON, MO 28,54428.5k $2.2m $2.2m 1.86% Added +2.3k +2,259
6 Evanson Asset Management, LLC 0.11% of their portfolio CARMEL, CA 27,39927.4k $2.1m $2.1m 0.11% Added +137 +137
7 M Wealth Management, LLC 1.76% of their portfolio San Diego, CA 26,89026.9k $2.1m $2.1m 1.76% Reduced -3.2k -3,167
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,57424.6k $1.9m $1.9m 0.00% New
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,12623.1k $1.8m $1.8m 0.00% Added +10.6k +10,641
10 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 23,03723.0k $1.8m $1.8m 0.00% New
11 ENTREWEALTH, LLC 0.33% of their portfolio AUSTIN, TX 9,5629.6k $741.4k $741.4k 0.33% Added +3.8k +3,755
12 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,1719.2k $711.1k $711.1k 0.00% Added +5.1k +5,136
13 Ridgeline Wealth, LLC 0.46% of their portfolio MESA, AZ 8,3388.3k $646.5k $646.5k 0.46% Reduced -53 -53
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,0408.0k $608.1k $608.1k 0.00% Reduced -17 -17
15 Asset One Wealth Management LLC 0.05% of their portfolio BELLEVUE, WA 6,0206.0k $492.5k $492.5k 0.05% New
16 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,3285.3k $413.2k $413.2k 0.00% Unchanged
17 Empirical Finance, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 5,2605.3k $407.9k $407.9k 0.02% New
18 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,4584.5k $347.8k $347.8k 0.00% Added +1.1k +1,126
19 Vawter Financial, Ltd. 0.14% of their portfolio COLUMBUS, OH 4,3384.3k $336.4k $336.4k 0.14% Reduced -566 -566
20 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 3,8453.8k $281.4k $281.4k 0.01% Unchanged
21 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 3,6693.7k $284.5k $284.5k 0.01% Added +862 +862
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,4963.5k $271.1k $271.1k 0.00% New
23 MAIMON WEALTH MANAGEMENT LTD. 0.20% of their portfolio RA'ANANA, L3 3,0503.0k $232.5k $232.5k 0.20% New
24 Rialto Wealth Management, LLC 0.02% of their portfolio SYRACUSE, NY 938938 $72.7k $72.7k 0.02% Added +212 +212
25 Orion Capital Management LLC 0.01% of their portfolio CORONADO, CA 315315 $24.4k $24.4k 0.01% Unchanged
26 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 195195 $15.1k $15.1k 0.00% Unchanged
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 44 $310 $310 0.00% New
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $38 $38 0.00% New