Aspiriant LLC’s Avantis US Equity ETF AVUS Stock Holding History

Aspiriant LLC’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 Q3	$556K	Sell	4,339 -154	-3%	-$19.9K	0.01%	233
2026 Q2	$575K	Hold	4,493	–	–	0.01%	225
2026 Q1	$500K	Hold	4,493	–	–	0.01%	221
2025 Q4	$502K	Hold	4,493	–	–	0.01%	213
2025 Q3	$488K	Hold	4,493	–	–	0.01%	201
2025 Q2	$453K	Hold	4,493	–	–	0.01%	207
2025 Q1	$415K	Buy	+4,493	New	+$438K	0.01%	202

Other funds holding AVUS

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspiriant LLC's AVUS Position: Q3 2026 in Review

Aspiriant LLC reduced its Avantis US Equity ETF (AVUS) stake by 3.4% in Q3 2026, selling an estimated $19.9K and leaving 4,339 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #233.

Aspiriant LLC first reported a position in AVUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $575K in Q2 2026. 137 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Aspiriant LLC held 4,339 shares of Avantis US Equity ETF worth $556K as of Q3 2026.
Aspiriant LLC sold 154 Avantis US Equity ETF shares in Q3 2026, an estimated $19.9K.
Avantis US Equity ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #233 holding.
Aspiriant LLC first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 7 quarters since.
Aspiriant LLC's Avantis US Equity ETF position peaked at $575K in Q2 2026.
137 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.