Betterment LLC
AVGE icon

Betterment LLC’s Avantis All Equity Markets ETF AVGE Stock Holding History

Betterment LLC’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
29,062
+157
+0.5% +$14.1K ﹤0.01% 220
2025
Q4 		$2.48M Buy
28,905
+4,106
+17% +$347K ﹤0.01% 213
2025
Q3 		$2.07M Buy
24,799
+27
+0.1% +$2.17K ﹤0.01% 220
2025
Q2 		$1.92M Sell
24,772
-3,276
-12% -$238K ﹤0.01% 215
2025
Q1 		$2M Buy
28,048
+2,310
+9% +$170K ﹤0.01% 205
2024
Q4 		$1.86M Buy
25,738
+19,462
+310% +$1.45M ﹤0.01% 212
2024
Q3 		$464K Buy
6,276
+278
+5% +$19.7K ﹤0.01% 318
2024
Q2 		$416K Buy
+5,998
New +$414K ﹤0.01% 306

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Betterment LLC's AVGE Position: Q1 2026 in Review

Betterment LLC increased its Avantis All Equity Markets ETF (AVGE) stake by 0.54% in Q1 2026, buying an estimated $14.1K and bringing the position to 29,062 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Betterment LLC first reported a position in AVGE in Q2 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Betterment LLC held 29,062 shares of Avantis All Equity Markets ETF worth $2.56M as of Q1 2026.
  • Betterment LLC bought 157 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $14.1K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #220 holding.
  • Betterment LLC first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 8 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.