UBS Group
AVGE icon

UBS Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

UBS Group’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
Q2 		– Sell
-100
Closed -$8.8K – 10437
2026
Q1 		$8.8K Buy
+100
New +$9K ﹤0.01% 8481
2024
Q4 		– Sell
-552
Closed -$40.8K – 9909
2024
Q3 		$40.8K Buy
+552
New +$39.1K ﹤0.01% 6950
2024
Q2 		– Sell
-820
Closed -$57.3K – 9503
2024
Q1 		$57.3K Buy
+820
New +$54.1K ﹤0.01% 6452
2023
Q4 		– Sell
-211
Closed -$12.4K – 9294
2023
Q3 		$12.4K Sell
211
-1,445
-87% -$87.7K ﹤0.01% 7020
2023
Q2 		$99.4K Buy
+1,656
New +$96.2K ﹤0.01% 6019

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 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

UBS Group's AVGE Position: Q2 2026 in Review

UBS Group sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2026, closing a stake of 100 shares — an estimated $8.8K sold.

UBS Group first reported a position in AVGE in Q2 2023 and held it in 5 quarters. The position peaked at $99.4K in Q2 2023. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • UBS Group reported no remaining Avantis All Equity Markets ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 100 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $8.8K.
  • UBS Group first reported a position in Avantis All Equity Markets ETF in Q2 2023 and held it in 5 quarters.
  • UBS Group's Avantis All Equity Markets ETF position peaked at $99.4K in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.