AP
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Adero Partners’s Avantis US Equity ETF AVUS Stock Holding History

Adero Partners’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
2025
Q1 		$153M Buy
1,659,169
+91,967
+6% +$8.96M 10.03% 3
2024
Q4 		$152M Buy
1,567,202
+124,433
+9% +$12.2M 9.79% 3
2024
Q3 		$137M Buy
1,442,769
+51,967
+4% +$4.77M 9.11% 3
2024
Q2 		$125M Buy
1,390,802
+57,385
+4% +$5.07M 9.15% 3
2024
Q1 		$119M Buy
1,333,417
+88,816
+7% +$7.5M 9.03% 3
2023
Q4 		$101M Buy
1,244,601
+77,303
+7% +$5.85M 8.62% 3
2023
Q3 		$85.5M Buy
1,167,298
+112,133
+11% +$8.52M 8.24% 3
2023
Q2 		$79.3M Buy
1,055,165
+122,689
+13% +$8.78M 7.83% 3
2023
Q1 		$66.1M Buy
932,476
+112,977
+14% +$8M 7.25% 3
2022
Q4 		$55.7M Buy
819,499
+108,354
+15% +$7.41M 6.71% 3
2022
Q3 		$47.5M Buy
711,145
+45,618
+7% +$3.13M 6% 4
2022
Q2 		$43.4M Sell
665,527
-43,899
-6% -$3.11M 6.16% 4
2022
Q1 		$54.7M Buy
709,426
+58,834
+9% +$4.48M 8.04% 3
2021
Q4 		$52.2M Buy
650,592
+105,729
+19% +$8.28M 8.55% 2
2021
Q3 		$40.2M Buy
544,863
+133,169
+32% +$10M 7.24% 2
2021
Q2 		$30.6M Buy
411,694
+126,514
+44% +$9.21M 7.07% 2
2021
Q1 		$19.8M Buy
285,180
+175,998
+161% +$11.8M 8.85% 3
2020
Q4 		$6.88M Buy
109,182
+99,151
+988% +$5.83M 5.9% 3
2020
Q3 		$542K Buy
10,031
+4,304
+75% +$230K 0.43% 39
2020
Q2 		$286K Buy
+5,727
New +$268K 0.3% 58

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Adero Partners's AVUS Position: Q1 2025 in Review

Adero Partners increased its Avantis US Equity ETF (AVUS) stake by 5.9% in Q1 2025, buying an estimated $8.96M and bringing the position to 1,659,169 shares worth $153M. The position accounts for 10.03% of the portfolio, ranked #3.

Adero Partners first reported a position in AVUS in Q2 2020 and has held it in 20 quarters since. 446 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

  • Adero Partners held 1,659,169 shares of Avantis US Equity ETF worth $153M as of Q1 2025.
  • Adero Partners bought 91,967 Avantis US Equity ETF shares in Q1 2025, an estimated $8.96M.
  • Avantis US Equity ETF made up 10.03% of Adero Partners's portfolio in Q1 2025, its #3 holding.
  • Adero Partners first reported a position in Avantis US Equity ETF in Q2 2020 and has held it in 20 quarters since.
  • 446 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.