Avantis All Equity Markets Value ETF (AVGV)
ARCA ARCA Primary Summary
AVGV Chart
AVGV: Global Value ETF With Balanced Sector Allocation
Avantis All Equity Markets Value ETF delivers global value exposure via six underlying value-focused ETFs, targeting 60% U.S., 30% developed ex-U.S., and 10% emerging markets. AVGV offers strong value characteristics while maintaining a balanced sector allocation. Since inception, AVGV has outperformed ACWI by 2% annualized, though its higher volatility results in a slightly lower Sharpe ratio.
Avantis All Equity Markets Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TD Teresa Douberly Ridgeline Wealth LLC | 8,445 | $515,811.85 | $721,540.8 | $205,728.95 | 39.88% |
 Mark Meredith Meredith Wealth Planning | 534,577 | $32.78M | $45.81M | $13.03M | 39.75% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 4,338 | $305,202.37 | $371,809.55 | $66,607.18 | 21.82% |
 Courtney Holt Compound Planning, Inc. | 3,669 | $264,306.54 | $314,121.43 | $49,814.89 | 18.85% |
 Christopher C. Powers Farther Finance Advisors, LLC | 4,458 | $331,716.56 | $379,375.8 | $47,659.24 | 14.37% |
Avantis All Equity Markets Value ETF (AVGV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Avantis All Equity Markets Value ETF ever had a stock split?
Avantis All Equity Markets Value ETF Profile
| ARCA Exchange | US Country |
Overview
This fund focuses on investing primarily in equity ETFs, adhering to a strategy to allocate at least 80% of its assets towards such investments. Operating as a "fund of funds," its goal is achieved through investments in various Avantis ETFs. These underlying funds encompass a broad spectrum of equity securities, aiming to outperform or provide better risk-adjusted returns compared to passive, market-cap weighted indices. The strategic approach is directed towards identifying and investing in securities believed to offer higher returns or more favorable risk characteristics.
Products and Services
- Equity ETF Investments
The fund dedicates a minimum of 80% of its assets to equity ETFs, targeting those that show promise of higher returns or preferable risk features compared to market averages. This approach provides investors with a diversified exposure to the equity market, utilizing a selection strategy to enhance portfolio performance.
- Fund of Funds Strategy
By investing in other Avantis ETFs, this fund utilizes a “fund of funds” investment strategy, allowing for a diversified and comprehensive investment approach. This method facilitates access to a diverse range of equity securities through a single investment, simplifying the investment process for investors seeking broad market exposure.
- Focus on Higher Returns or Better Risk Characteristics
The selection criteria for underlying funds primarily emphasize the potential for higher returns or improved risk characteristics. This is achieved by identifying equity securities that are expected to outperform passive, market-cap weighted indices, offering investors an opportunity for enhanced performance outcomes.
