Acorn Financial Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Acorn Financial Advisory Services’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Sell	22,621 -4,248	-16%	-$523K	0.38%	34
2026 Q1	$2.99M	Sell	26,869 -131,959	-83%	-$15.1M	0.41%	32
2025 Q4	$17.8M	Sell	158,828 -3,630	-2%	-$400K	2.62%	13
2025 Q3	$17.7M	Sell	162,458 -1,423	-0.9%	-$149K	2.71%	11
2025 Q2	$16.5M	Sell	163,881 -4,273	-3%	-$400K	2.71%	12
2025 Q1	$15.5M	Sell	168,154 -19,564	-10%	-$1.91M	2.81%	11
2024 Q4	$18.2M	Sell	187,718 -2,304	-1%	-$226K	3%	9
2024 Q3	$18.1M	Sell	190,022 -1,982	-1%	-$182K	3.2%	9
2024 Q2	$17.3M	Buy	192,004 +260	+0.1%	+$23K	3.23%	10
2024 Q1	$17.2M	Sell	191,744 -56,690	-23%	-$4.79M	3.24%	10
2023 Q4	$20.2M	Sell	248,434 -1,623	-0.6%	-$123K	3.54%	9
2023 Q3	$18.3M	Buy	250,057 +5,711	+2%	+$434K	3.27%	8
2023 Q2	$18.4M	Buy	244,346 +2,011	+0.8%	+$144K	3.26%	8
2023 Q1	$17.2M	Sell	242,335 -454	-0.2%	-$32.1K	3.34%	9
2022 Q4	$16.5M	Buy	242,789 +16,550	+7%	+$1.13M	3.51%	8
2022 Q3	$14.1M	Buy	226,239 +36,339	+19%	+$2.5M	3.37%	9
2022 Q2	$12.3M	Buy	189,900 +13,213	+7%	+$938K	2.94%	9
2022 Q1	$13.6M	Buy	176,687 +7,857	+5%	+$598K	2.73%	9
2021 Q4	$13.5M	Buy	168,830 +16,238	+11%	+$1.27M	2.71%	8
2021 Q3	$11.2M	Buy	+152,592	New	+$11.5M	3.48%	4

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Acorn Financial Advisory Services's AVUS Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Avantis US Equity ETF (AVUS) stake by 16% in Q2 2026, selling an estimated $523K and leaving 22,621 shares worth $2.9M. The position accounts for 0.38% of the portfolio, ranked #34.

Acorn Financial Advisory Services first reported a position in AVUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.2M in Q4 2023. 398 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Acorn Financial Advisory Services held 22,621 shares of Avantis US Equity ETF worth $2.9M as of Q2 2026.
Acorn Financial Advisory Services sold 4,248 Avantis US Equity ETF shares in Q2 2026, an estimated $523K.
Avantis US Equity ETF made up 0.38% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #34 holding.
Acorn Financial Advisory Services first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 20 quarters since.
Acorn Financial Advisory Services's Avantis US Equity ETF position peaked at $20.2M in Q4 2023.
398 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.