CFO
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CVA Family Office’s Avantis US Equity ETF AVUS Stock Holding History

CVA Family Office’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 		$34.5M Buy
310,746
+49,686
+19% +$5.69M 3.64% 6
2025
Q4 		$29.2M Buy
261,060
+89,056
+52% +$9.81M 3.36% 6
2025
Q3 		$18.7M Buy
172,004
+21,503
+14% +$2.26M 2.41% 8
2025
Q2 		$15.2M Buy
150,501
+3,090
+2% +$289K 2.13% 9
2025
Q1 		$13.6M Buy
147,411
+3,709
+3% +$361K 2.09% 9
2024
Q4 		$13.9M Sell
143,702
-595
-0.4% -$58.4K 2.21% 8
2024
Q3 		$13.7M Sell
144,297
-5,852
-4% -$537K 2.23% 7
2024
Q2 		$13.5M Buy
150,149
+1,436
+1% +$127K 2.44% 7
2024
Q1 		$13.3M Buy
148,713
+5,355
+4% +$452K 2.38% 8
2023
Q4 		$11.7M Buy
143,358
+15,410
+12% +$1.17M 2.28% 8
2023
Q3 		$9.37M Buy
127,948
+14,265
+13% +$1.08M 2.14% 9
2023
Q2 		$8.55M Buy
113,683
+5,004
+5% +$358K 1.79% 12
2023
Q1 		$7.7M Buy
108,679
+6,335
+6% +$448K 1.72% 11
2022
Q4 		$6.96M Buy
102,344
+41,708
+69% +$2.85M 1.69% 10
2022
Q3 		$3.78M Buy
60,636
+60,576
+100,960% +$4.16M 1.03% 26
2022
Q2 		$4K Hold
60
– – ﹤0.01% 755
2022
Q1 		$5K Buy
+60
New +$4.57K ﹤0.01% 762

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

CVA Family Office's AVUS Position: Q1 2026 in Review

CVA Family Office increased its Avantis US Equity ETF (AVUS) stake by 19% in Q1 2026, buying an estimated $5.69M and bringing the position to 310,746 shares worth $34.5M. The position accounts for 3.64% of the portfolio, ranked #6.

CVA Family Office first reported a position in AVUS in Q1 2022 and has held it in 17 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • CVA Family Office held 310,746 shares of Avantis US Equity ETF worth $34.5M as of Q1 2026.
  • CVA Family Office bought 49,686 Avantis US Equity ETF shares in Q1 2026, an estimated $5.69M.
  • Avantis US Equity ETF made up 3.64% of CVA Family Office's portfolio in Q1 2026, its #6 holding.
  • CVA Family Office first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.