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Farther Finance Advisors LLC purchased a new position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 10,710 shares of the company's stock, valued at approximately $920,000. Farther Finance Advisors
Avantis All Equity Markets ETF is an actively managed global equity fund launched in 2022, targeting broad exposure via a fund-of-funds approach. AVGE has underperformed passive benchmarks like ACWI and VT, with little sector or geographic differentiation despite a slightly higher U.S. allocation and emerging markets tilt. With a 0.25% expense ratio and modest liquidity, AVGE's active management has not delivered outperformance, especially during recent market volatility.
BIP Wealth LLC lifted its stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 32.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 93,322 shares of the company's stock after acquiring an additional 22,860 shares during
Cwm LLC grew its stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 34,603.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 20,475 shares of the company's stock after purchasing an additional 20,416 shares during the period. Cwm LLC owned about
Avantis All Equity Markets ETF has underperformed the passive ACWI index, particularly in late 2025, due to sector and regional misallocation. AVGE's active management and fund-of-funds structure have not delivered superior returns, with a higher beta (1.04) and lower Sharpe ratio (0.84) than peers. The ETF's portfolio is overweight energy and emerging markets, underweight tech, and includes all Avantis offerings, diluting its effectiveness versus benchmarks.
Avantis All Equity Markets ETF has underperformed its benchmark, the MSCI ACWI IMI, since its 2022 launch. AVGE's active management and sector allocations—especially lower tech and higher energy/emerging markets—have contributed to lagging returns versus ACWI. Despite a lower expense ratio (0.23%) than ACWI, AVGE's higher beta and weaker Sharpe ratio highlight less attractive risk-adjusted performance.
AVGE is an actively managed, globally diversified ETF with a lower expense ratio than ACWI but has underperformed since its 2022 launch. The fund's sector and geographic allocations—especially lower tech and higher energy/emerging markets—have hurt returns vs. the passive ACWI benchmark. Avantis All Equity Markets ETF's higher beta and low Sharpe ratio indicate higher risk without commensurate returns, making its risk/reward profile unattractive so far.
Avantis All Equity Markets ETF is a fund of funds, blending Avantis ETFs for diversified U.S. and global market access, with a tilt towards value. AVGE has low fees and diversification appeal, but a limited track record and potential lag during growth cycles. This may be worth considering with its unique sector mix and global stock exposure.
SEC filings for AVGE aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.