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Funds Holding AVGV

On this page, we present all of the funds holding AVGV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVGV, with a link to that fund's top holdings. The next columns indicate the amount of AVGV stock held by each of the funds holding AVGV, followed by the AVGV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 4 funds holding AVGV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Meredith Wealth Planning. For more details on the positions held by Meredith Wealth Planning (or by any of the other funds holding AVGV), click the fund name in the "Holder" column of the funds-holding-AVGV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Meredith Wealth Planning288,357$17,422 03/31/2024
     AVGV288,357$17,422 03/31/2024
Evanson Asset Management LLC5,116$309 03/31/2024
     AVGV5,116$309 03/31/2024
Orion Capital Management LLC310$17 12/31/2023
     AVGV310$17 12/31/2023
Moisand Fitzgerald Tamayo LLC195$12 03/31/2024
     AVGV195$12 03/31/2024
Proequities Inc.0$0 03/31/2024
     AVGV0$0 03/31/2024

See Summary: Institutional Holders of AVGV
See Details: Top 10 Hedge Funds Holding AVGV

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