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 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 $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Bull Oak Capital's AVUS Position: Q1 2026 in Review

Bull Oak Capital reduced its Avantis US Equity ETF (AVUS) stake by 0.45% in Q1 2026, selling an estimated $52.9K and leaving 102,213 shares worth $11.4M. The position accounts for 4.37% of the portfolio, ranked #7.

Bull Oak Capital first reported a position in AVUS in Q3 2023 and has held it in 10 quarters since. The position peaked at $25M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Bull Oak Capital held 102,213 shares of Avantis US Equity ETF worth $11.4M as of Q1 2026.
Bull Oak Capital sold 462 Avantis US Equity ETF shares in Q1 2026, an estimated $52.9K.
Avantis US Equity ETF made up 4.37% of Bull Oak Capital's portfolio in Q1 2026, its #7 holding.
Bull Oak Capital first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 10 quarters since.
Bull Oak Capital's Avantis US Equity ETF position peaked at $25M in Q4 2024.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.