B&D White Capital Company LLC Has $3.60 Million Stock Holdings in Avantis All Equity Markets Value ETF $AVGV

B&D White Capital Company LLC lifted its stake in shares of Avantis All Equity Markets Value ETF (NYSEARCA:AVGV) by 99.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,228 shares of the company’s stock after acquiring an additional 25,530 shares during the quarter. B&D White Capital Company LLC owned approximately 2.13% of Avantis All Equity Markets Value ETF worth $3,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Meredith Wealth Planning increased its position in Avantis All Equity Markets Value ETF by 7.8% during the 3rd quarter. Meredith Wealth Planning now owns 455,200 shares of the company’s stock valued at $32,018,000 after purchasing an additional 32,851 shares during the period. Paul R. Ried Financial Group LLC boosted its stake in shares of Avantis All Equity Markets Value ETF by 16.2% in the 2nd quarter. Paul R. Ried Financial Group LLC now owns 64,475 shares of the company’s stock valued at $4,206,000 after purchasing an additional 8,970 shares during the last quarter. Evanson Asset Management LLC increased its position in shares of Avantis All Equity Markets Value ETF by 3.1% during the third quarter. Evanson Asset Management LLC now owns 25,781 shares of the company’s stock worth $1,813,000 after buying an additional 781 shares during the period. Austin Wealth Management LLC increased its position in shares of Avantis All Equity Markets Value ETF by 32.6% during the second quarter. Austin Wealth Management LLC now owns 9,540 shares of the company’s stock worth $629,000 after buying an additional 2,344 shares during the period. Finally, Focus Partners Wealth bought a new position in Avantis All Equity Markets Value ETF during the first quarter worth $320,000.

Avantis All Equity Markets Value ETF Stock Down 0.7%

AVGV stock opened at $75.01 on Thursday. The firm has a market cap of $210.03 million, a price-to-earnings ratio of 13.18 and a beta of 0.89. The company’s fifty day simple moving average is $72.25 and its 200 day simple moving average is $69.72. Avantis All Equity Markets Value ETF has a 12-month low of $52.64 and a 12-month high of $75.64.

Avantis All Equity Markets Value ETF Company Profile

The Avantis All Equity Markets Value ETF (AVGV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund-of-funds that invests in global equity portfolios, weighted by geography. It seeks long-term capital appreciation through factor-investing, focusing on securities with value characteristics and higher expected returns. AVGV was launched on Jun 27, 2023 and is managed by American Century Investments.