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 Q2	$41.6M	Buy	324,622 +13,876	+4%	+$1.71M	3.77%	5
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 $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

CVA Family Office's AVUS Position: Q2 2026 in Review

CVA Family Office increased its Avantis US Equity ETF (AVUS) stake by 4.5% in Q2 2026, buying an estimated $1.71M and bringing the position to 324,622 shares worth $41.6M. The position accounts for 3.77% of the portfolio, ranked #5.

CVA Family Office first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

CVA Family Office held 324,622 shares of Avantis US Equity ETF worth $41.6M as of Q2 2026.
CVA Family Office bought 13,876 Avantis US Equity ETF shares in Q2 2026, an estimated $1.71M.
Avantis US Equity ETF made up 3.77% of CVA Family Office's portfolio in Q2 2026, its #5 holding.
CVA Family Office first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.