Vault-13

AMERICAN CENTY ETF TR AVGV

AVANTIS ALL EQT · ETP · CUSIP 025072216

31 institutional holders +3 vs Q1 2026
1,112,7931.1m shares reported held*
$94.6mreported value*
3 new 17 added 5 reduced 1 sold out net bought ≈ $12.7m (+148.9k 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 ≈ $85.03.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q2 23: 1Q3 23: 4Q4 23: 6Q1 24: 6Q2 24: 6Q3 24: 9Q4 24: 14Q1 25: 15Q2 25: 16Q3 25: 19Q4 25: 22Q1 26: 28Q2 26: 3131Q2 23Q1 24Q4 24Q3 25Q2 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
Q2 202631

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 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 25Q1 26: 18 bought or addedQ1 26: 7 cut or sold outQ2 26: 20 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202471
Q4 202482
Q1 2025112
Q2 202586
Q3 2025145
Q4 2025155
Q1 2026187
Q2 2026206

Biggest buyers

Meredith Wealth Planning Added +78,479+78.5k
FIG FINANCIAL ADVISORY SERVICES INC /ADV New +29,239+29.2k
MAIMON WEALTH MANAGEMENT LTD. Added +13,150+13.2k
Paul R. Ried Financial Group, LLC Added +12,257+12.3k
LPL Financial LLC Added +8,361+8.4k
Focus Partners Wealth Added +5,465+5.5k
NewEdge Advisors, LLC Added +4,084+4.1k
JANE STREET GROUP, LLC Added +2,069+2.1k
ENTREWEALTH, LLC Added +1,425+1.4k
Mosley Wealth Management New +1,345+1.3k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -9,005-9.0k
JPMORGAN CHASE & CO Reduced -366-366
SAX WEALTH ADVISORS, LLC Reduced -235-235
Vawter Financial, Ltd. Reduced -191-191
Compound Planning, Inc. Reduced -7-7
UBS Group AG Sold out -4-4

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meredith Wealth Planning 12.30% of their portfolio MARYVILLE, IL 613,056613.1k $52.1m $52.1m 12.30% Added +78.5k +78,479
2 Paul R. Ried Financial Group, LLC 4.37% of their portfolio BELLEVUE, WA 117,691117.7k $10.0m $10.0m 4.37% Added +12.3k +12,257
3 B&D White Capital Company, LLC 0.43% of their portfolio Lakeway, TX 51,22851.2k $4.4m $4.4m 0.43% Unchanged
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 38,44938.4k $3.3m $3.3m 0.01% Added +731 +731
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,48731.5k $2.7m $2.7m 0.00% Added +8.4k +8,361
6 McCartney Wealth Management LLC 1.89% of their portfolio CLAYTON, MO 29,25629.3k $2.5m $2.5m 1.89% Added +712 +712
7 FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.46% of their portfolio OKLAHOMA CITY, OK 29,23929.2k $2.5m $2.5m 1.46% New
8 Evanson Financial, LLC 0.12% of their portfolio MCLEAN, VA 28,26928.3k $2.4m $2.4m 0.12% First filing
9 M Wealth Management, LLC 1.80% of their portfolio San Diego, CA 26,91426.9k $2.3m $2.3m 1.80% Added +24 +24
10 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 23,32523.3k $2.0m $2.0m 0.00% Added +288 +288
11 MAIMON WEALTH MANAGEMENT LTD. 1.06% of their portfolio RA'ANANA, L3 16,20016.2k $1.4m $1.4m 1.06% Added +13.2k +13,150
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,56915.6k $1.3m $1.3m 0.00% Reduced -9.0k -9,005
13 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,25513.3k $1.1m $1.1m 0.00% Added +4.1k +4,084
14 ENTREWEALTH, LLC 0.36% of their portfolio AUSTIN, TX 10,98711.0k $960.8k $960.8k 0.36% Added +1.4k +1,425
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,79310.8k $917.7k $917.7k 0.00% Added +5.5k +5,465
16 Ridgeline Wealth, LLC 0.42% of their portfolio MESA, AZ 8,4458.4k $718.0k $718.0k 0.42% Added +107 +107
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,6747.7k $651.7k $651.7k 0.00% Reduced -366 -366
18 Asset One Wealth Management LLC 0.06% of their portfolio BELLEVUE, WA 6,1956.2k $530.0k $530.0k 0.06% Added +175 +175
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,5655.6k $473.1k $473.1k 0.00% Added +2.1k +2,069
20 Empirical Finance, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 5,2605.3k $447.2k $447.2k 0.02% Unchanged
21 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,5044.5k $383.0k $383.0k 0.00% Added +46 +46
22 Copper Harbor Investment Advisors, LLC 0.08% of their portfolio APPLETON, WI 4,4904.5k $381.8k $381.8k 0.08% First filing
23 Vawter Financial, Ltd. 0.13% of their portfolio COLUMBUS, OH 4,1474.1k $352.6k $352.6k 0.13% Reduced -191 -191
24 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 3,6623.7k $311.4k $311.4k 0.01% Reduced -7 -7
25 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 3,6103.6k $279.9k $279.9k 0.01% Reduced -235 -235
26 Mosley Wealth Management 0.04% of their portfolio ANAHEIM, CA 1,3451.3k $114.3k $114.3k 0.04% New
27 Rialto Wealth Management, LLC 0.02% of their portfolio SYRACUSE, NY 1,0621.1k $90.3k $90.3k 0.02% Added +124 +124
28 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 605605 $51.4k $51.4k 0.00% New
29 Orion Capital Management LLC 0.01% of their portfolio CORONADO, CA 315315 $26.8k $26.8k 0.01% Unchanged
30 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 195195 $16.6k $16.6k 0.00% Unchanged
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $81 $81 0.00% Added +1 +1