AVGV

Avantis All Eq MKTS Val ETF
UnclassifiedUSCUSIP 025072216◍ Confluence graph
Tracked 13F Holders
5
+5 QoQ
13F Value (tracked)
$6.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for AVGV.
Build

Use AVGV data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns AVGV

This stock page is the Follow view. The Build view lets your agent query AVGV owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AVGV"
Ask your agent
Use Arkolith to show who owns AVGV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

5 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$2.9M
38K
−45%
Reduced · −31K sh
Q1 2026
2Evanson Asset Management, LLC
$2.1M
27K
+0.5%
Added · +137 sh
Q1 2026
3NewEdge Advisors, LLC
$711K
9K
+127%
Added · +5K sh
Q1 2026
4Compound Planning, Inc.
$285K
4K
+31%
Added · +862 sh
Q1 2026
5SAX WEALTH ADVISORS, LLC
$281K
4K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

14 funds+12 since Q4 2023
0714Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $13.9M

Funds that own AVGV also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV5 funds$3.6B
MICROSOFT CORPMSFT5 funds$1.5B
APPLE INCAAPL5 funds$1.1B
AMAZON.COM INCAMZN5 funds$1.1B
ALPHABET INC-CL AGOOGL5 funds$1.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B5 funds$809.3M
VANGUARD FTSE EMERGING MARKEVWO5 funds$803.0M
JPMORGAN CHASE & COJPM5 funds$781.7M
VANGUARD S&P 500 ETFVOO5 funds$767.2M
SCHWAB FNDMN INTL LRG CO ETFFNDF5 funds$722.6M
NVIDIA CORPNVDA5 funds$680.5M
WALMART INCWMT5 funds$612.9M

Ranked by how many of AVGV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVGV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.