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Caprock Group’s Avantis US Equity ETF AVUS Stock Holding History

Caprock Group’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 		$262K Hold
2,043
– – 0.01% 1082
2026
Q1 		$227K Hold
2,043
– – 0.01% 1012
2025
Q4 		$228K Buy
2,043
+58
+3% +$6.39K ﹤0.01% 1073
2025
Q3 		$211K Buy
+1,985
New +$208K 0.01% 1048

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

Caprock Group's AVUS Position: Q2 2026 in Review

Caprock Group held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,043 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1082.

Caprock Group first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Caprock Group held 2,043 shares of Avantis US Equity ETF worth $262K as of Q2 2026.
  • Caprock Group left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1082 holding.
  • Caprock Group first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.