Brown Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Brown Financial Advisors’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	$2.09M	Buy	16,348 +2,519	+18%	+$310K	0.73%	40
2026 Q1	$1.54M	Buy	13,829 +3,004	+28%	+$344K	0.58%	54
2025 Q4	$1.21M	Buy	10,825 +2,551	+31%	+$281K	0.44%	73
2025 Q3	$899K	Buy	8,274 +2,999	+57%	+$315K	0.33%	89
2025 Q2	$532K	Buy	+5,275	New	+$494K	0.21%	102

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

Brown Financial Advisors's AVUS Position: Q2 2026 in Review

Brown Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 18% in Q2 2026, buying an estimated $310K and bringing the position to 16,348 shares worth $2.09M. The position accounts for 0.73% of the portfolio, ranked #40.

Brown Financial Advisors first reported a position in AVUS in Q2 2025 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Brown Financial Advisors held 16,348 shares of Avantis US Equity ETF worth $2.09M as of Q2 2026.
Brown Financial Advisors bought 2,519 Avantis US Equity ETF shares in Q2 2026, an estimated $310K.
Avantis US Equity ETF made up 0.73% of Brown Financial Advisors's portfolio in Q2 2026, its #40 holding.
Brown Financial Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 5 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.