JY
AVGE icon

Jeff Yass’s Avantis All Equity Markets ETF AVGE Stock Holding History

Jeff Yass’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
2025
Q4 		– Sell
-3,603
Closed -$301K – 12308
2025
Q3 		$301K Buy
+3,603
New +$290K ﹤0.01% 10104
2025
Q2 		– Sell
-8,254
Closed -$588K – 12620
2025
Q1 		$588K Buy
+8,254
New +$606K ﹤0.01% 8553
2024
Q3 		– Sell
-3,773
Closed -$262K – 11936
2024
Q2 		$262K Buy
+3,773
New +$260K ﹤0.01% 9762
2023
Q3 		– Sell
-5,295
Closed -$318K – 11991
2023
Q2 		$318K Buy
+5,295
New +$308K ﹤0.01% 9309

Other funds holding AVGE

AF
Align Financial Hermantown, Minnesota $202M AUM
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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 $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Jeff Yass's AVGE Position: Q4 2025 in Review

Jeff Yass sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2025, closing a stake of 3,603 shares — an estimated $301K sold.

Jeff Yass first reported a position in AVGE in Q2 2023 and held it in 4 quarters. The position peaked at $588K in Q1 2025. 124 funds tracked by Wall St. Rank hold AVGE as of Q4 2025.

  • Jeff Yass reported no remaining Avantis All Equity Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 3,603 Avantis All Equity Markets ETF shares in Q4 2025, an estimated $301K.
  • Jeff Yass first reported a position in Avantis All Equity Markets ETF in Q2 2023 and held it in 4 quarters.
  • Jeff Yass's Avantis All Equity Markets ETF position peaked at $588K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.