Chevy Chase Trust
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Chevy Chase Trust’s Avantis US Equity ETF AVUS Stock Holding History

Chevy Chase Trust’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 		$368K Sell
2,871
-40
-1% -$4.93K ﹤0.01% 617
2026
Q1 		$324K Hold
2,911
– – ﹤0.01% 615
2025
Q4 		$325K Hold
2,911
– – ﹤0.01% 612
2025
Q3 		$316K Hold
2,911
– – ﹤0.01% 604
2025
Q2 		$293K Hold
2,911
– – ﹤0.01% 612
2025
Q1 		$269K Buy
+2,911
New +$284K ﹤0.01% 615

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

Chevy Chase Trust's AVUS Position: Q2 2026 in Review

Chevy Chase Trust reduced its Avantis US Equity ETF (AVUS) stake by 1.4% in Q2 2026, selling an estimated $4.93K and leaving 2,871 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Chevy Chase Trust first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Chevy Chase Trust held 2,871 shares of Avantis US Equity ETF worth $368K as of Q2 2026.
  • Chevy Chase Trust sold 40 Avantis US Equity ETF shares in Q2 2026, an estimated $4.93K.
  • Avantis US Equity ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #617 holding.
  • Chevy Chase Trust first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.