Bessemer Group’s Avantis US Equity ETF AVUS Stock Holding History

Bessemer 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	$345K	Buy	2,694 +6	+0.2%	+$739	﹤0.01%	1274
2026 Q1	$299K	Hold	2,688	–	–	﹤0.01%	1293
2025 Q4	$300K	Hold	2,688	–	–	﹤0.01%	1276
2025 Q3	$292K	Hold	2,688	–	–	﹤0.01%	1029
2025 Q2	$271K	Hold	2,688	–	–	﹤0.01%	1021
2025 Q1	$248K	Sell	2,688 -12	-0.4%	-$1.17K	﹤0.01%	1036
2024 Q4	$262K	Sell	2,700 -21,574	-89%	-$2.12M	﹤0.01%	1026
2024 Q3	$2.31M	Buy	+24,274	New	+$2.23M	﹤0.01%	623

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Bessemer Group's AVUS Position: Q2 2026 in Review

Bessemer Group increased its Avantis US Equity ETF (AVUS) stake by 0.22% in Q2 2026, buying an estimated $739 and bringing the position to 2,694 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Bessemer Group first reported a position in AVUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q3 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Bessemer Group held 2,694 shares of Avantis US Equity ETF worth $345K as of Q2 2026.
Bessemer Group bought 6 Avantis US Equity ETF shares in Q2 2026, an estimated $739.
Avantis US Equity ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1274 holding.
Bessemer Group first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Bessemer Group's Avantis US Equity ETF position peaked at $2.31M in Q3 2024.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.