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

Betterment 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
Q2 		$9.09M Sell
70,983
-387
-0.5% -$47.7K 0.02% 146
2026
Q1 		$7.93M Buy
71,370
+1,210
+2% +$139K 0.02% 152
2025
Q4 		$7.84M Buy
70,160
+1,235
+2% +$136K 0.01% 144
2025
Q3 		$7.49M Buy
68,925
+8,315
+14% +$873K 0.01% 138
2025
Q2 		$6.11M Buy
60,610
+4,735
+8% +$443K 0.01% 145
2025
Q1 		$5.16M Buy
55,875
+9,526
+21% +$928K 0.01% 145
2024
Q4 		$4.49M Buy
46,349
+6,089
+15% +$598K 0.01% 139
2024
Q3 		$3.83M Buy
40,260
+1,026
+3% +$94.2K 0.01% 138
2024
Q2 		$3.54M Buy
39,234
+29,567
+306% +$2.61M 0.01% 134
2024
Q1 		$865K Sell
9,667
-3,289
-25% -$278K ﹤0.01% 214
2023
Q4 		$1.06M Sell
12,956
-3,618
-22% -$274K ﹤0.01% 174
2023
Q3 		$1.21M Buy
16,574
+2,618
+19% +$199K ﹤0.01% 144
2023
Q2 		$1.05M Sell
13,956
-8,700
-38% -$623K ﹤0.01% 150
2023
Q1 		$1.61M Buy
22,656
+10,318
+84% +$730K 0.01% 129
2022
Q4 		$839K Buy
+12,338
New +$843K ﹤0.01% 159

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

Betterment LLC's AVUS Position: Q2 2026 in Review

Betterment LLC reduced its Avantis US Equity ETF (AVUS) stake by 0.54% in Q2 2026, selling an estimated $47.7K and leaving 70,983 shares worth $9.09M. The position accounts for 0.02% of the portfolio, ranked #146.

Betterment LLC first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Betterment LLC held 70,983 shares of Avantis US Equity ETF worth $9.09M as of Q2 2026.
  • Betterment LLC sold 387 Avantis US Equity ETF shares in Q2 2026, an estimated $47.7K.
  • Avantis US Equity ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #146 holding.
  • Betterment LLC first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.