Bull Oak Capital’s Avantis US Equity ETF AVUS Stock Holding History

Bull Oak Capital’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	$13M	Sell	101,602 -611	-0.6%	-$75.3K	4.33%	5
2026 Q1	$11.4M	Sell	102,213 -462	-0.4%	-$52.9K	4.37%	7
2025 Q4	$11.5M	Sell	102,675 -825	-0.8%	-$90.9K	4.69%	6
2025 Q3	$11.3M	Sell	103,500 -9,962	-9%	-$1.05M	4.78%	6
2025 Q2	$11.4M	Sell	113,462 -137,092	-55%	-$12.8M	5.21%	6
2025 Q1	$23.1M	Sell	250,554 -6,960	-3%	-$678K	12.62%	3
2024 Q4	$25M	Sell	257,514 -1,293	-0.5%	-$127K	13.88%	2
2024 Q3	$24.6M	Buy	+258,807	New	+$23.8M	14.14%	2
2024 Q2	–	Sell	-221,424	Closed	-$19.8M	–	49
2024 Q1	$19.8M	Buy	221,424 +175,165	+379%	+$14.8M	13.28%	2
2023 Q4	$3.77M	Buy	46,259 +45,955	+15,117%	+$3.48M	0.97%	11
2023 Q3	$22.2K	Buy	+304	New	+$23.1K	0.02%	31

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

Bull Oak Capital's AVUS Position: Q2 2026 in Review

Bull Oak Capital reduced its Avantis US Equity ETF (AVUS) stake by 0.6% in Q2 2026, selling an estimated $75.3K and leaving 101,602 shares worth $13M. The position accounts for 4.33% of the portfolio, ranked #5.

Bull Oak Capital first reported a position in AVUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $25M in Q4 2024. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Bull Oak Capital held 101,602 shares of Avantis US Equity ETF worth $13M as of Q2 2026.
Bull Oak Capital sold 611 Avantis US Equity ETF shares in Q2 2026, an estimated $75.3K.
Avantis US Equity ETF made up 4.33% of Bull Oak Capital's portfolio in Q2 2026, its #5 holding.
Bull Oak Capital first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 11 quarters since.
Bull Oak Capital's Avantis US Equity ETF position peaked at $25M in Q4 2024.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.