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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
2023
Q3 		– Sell
-283,933
Closed -$21.3M – 82
2023
Q2 		$21.3M Buy
283,933
+3,222
+1% +$231K 15.62% 1
2023
Q1 		$19.9M Buy
+280,711
New +$19.9M 15.39% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
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.