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B&D White Capital Company’s Avantis US Equity ETF AVUS Stock Holding History

B&D White Capital Company’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 		$94.4M Buy
737,291
+4,851
+0.7% +$598K 9.4% 1
2026
Q1 		$81.4M Sell
732,440
-18,116
-2% -$2.07M 10.07% 2
2025
Q4 		$83.9M Buy
750,556
+197,089
+36% +$21.7M 9.72% 2
2025
Q3 		$60.2M Buy
553,467
+189,932
+52% +$19.9M 7.71% 2
2025
Q2 		$36.7M Sell
363,535
-508,295
-58% -$47.6M 5.58% 2
2025
Q1 		$80.5M Buy
871,830
+266,654
+44% +$26M 11.87% 2
2024
Q4 		$58.7M Buy
605,176
+117,351
+24% +$11.5M 9.88% 3
2024
Q3 		$46.4M Buy
487,825
+50,393
+12% +$4.63M 8% 2
2024
Q2 		$39.5M Sell
437,432
-580
-0.1% -$51.2K 8.24% 3
2024
Q1 		$39.2M Sell
438,012
-20,968
-5% -$1.77M 8.71% 4
2023
Q4 		$37.4M Sell
458,980
-1,502
-0.3% -$114K 11.64% 2
2023
Q3 		$33.7M Buy
460,482
+17,811
+4% +$1.35M 12.59% 2
2023
Q2 		$33.3M Buy
442,671
+3,732
+0.9% +$267K 11.5% 2
2023
Q1 		$31.1M Sell
438,939
-4,294
-1% -$304K 10.55% 2
2022
Q4 		$30.1M Buy
443,233
+41,891
+10% +$2.86M 7.54% 4
2022
Q3 		$25M Buy
401,342
+397,792
+11,205% +$27.3M 9.36% 4
2022
Q2 		$230K Sell
3,550
-54,695
-94% -$3.88M 0.1% 44
2022
Q1 		$4.49M Sell
58,245
-330,753
-85% -$25.2M 1.43% 12
2021
Q4 		$31.2M Buy
388,998
+335,093
+622% +$26.2M 10.25% 3
2021
Q3 		$3.97M Buy
53,905
+21,118
+64% +$1.59M 1.53% 23
2021
Q2 		$2.43M Buy
+32,787
New +$2.39M 1.08% 16

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

B&D White Capital Company's AVUS Position: Q2 2026 in Review

B&D White Capital Company increased its Avantis US Equity ETF (AVUS) stake by 0.66% in Q2 2026, buying an estimated $598K and bringing the position to 737,291 shares worth $94.4M. The position accounts for 9.4% of the portfolio, ranked #1.

B&D White Capital Company first reported a position in AVUS in Q2 2021 and has held it in 21 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • B&D White Capital Company held 737,291 shares of Avantis US Equity ETF worth $94.4M as of Q2 2026.
  • B&D White Capital Company bought 4,851 Avantis US Equity ETF shares in Q2 2026, an estimated $598K.
  • Avantis US Equity ETF made up 9.4% of B&D White Capital Company's portfolio in Q2 2026, its #1 holding.
  • B&D White Capital Company first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.