Allodium Investment Consultants’s Avantis US Equity ETF AVUS Stock Holding History

Allodium Investment Consultants’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	$201K	Buy	+1,570	New	+$193K	0.09%	57

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

Allodium Investment Consultants's AVUS Position: Q2 2026 in Review

Allodium Investment Consultants opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 1,570 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #57 among its holdings.

451 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Allodium Investment Consultants held 1,570 shares of Avantis US Equity ETF worth $201K as of Q2 2026.
Avantis US Equity ETF was a new Allodium Investment Consultants position in Q2 2026.
Avantis US Equity ETF made up 0.09% of Allodium Investment Consultants's portfolio in Q2 2026, its #57 holding.
451 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.