Bannerman Wealth Management Group’s Avantis US Equity ETF AVUS Stock Holding History

Bannerman Wealth Management Group’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	$5.35M	Sell	41,758 -173	-0.4%	-$21.3K	3.12%	9
2026 Q1	$4.66M	Sell	41,931 -378	-0.9%	-$43.3K	3.14%	9
2025 Q4	$4.73M	Sell	42,309 -4,856	-10%	-$535K	3.35%	9
2025 Q3	$5.13M	Sell	47,165 -1,506	-3%	-$158K	3.78%	6
2025 Q2	$4.91M	Sell	48,671 -6,441	-12%	-$603K	3.77%	6
2025 Q1	$5.09M	Sell	55,112 -107	-0.2%	-$10.4K	4.16%	6
2024 Q4	$5.35M	Buy	+55,219	New	+$5.42M	4.42%	6

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

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Bannerman Wealth Management Group's AVUS Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its Avantis US Equity ETF (AVUS) stake by 0.41% in Q2 2026, selling an estimated $21.3K and leaving 41,758 shares worth $5.35M. The position accounts for 3.12% of the portfolio, ranked #9.

Bannerman Wealth Management Group first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.35M in Q4 2024. 307 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Bannerman Wealth Management Group held 41,758 shares of Avantis US Equity ETF worth $5.35M as of Q2 2026.
Bannerman Wealth Management Group sold 173 Avantis US Equity ETF shares in Q2 2026, an estimated $21.3K.
Avantis US Equity ETF made up 3.12% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #9 holding.
Bannerman Wealth Management Group first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Bannerman Wealth Management Group's Avantis US Equity ETF position peaked at $5.35M in Q4 2024.
307 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.