Divergent Planning’s Avantis US Equity ETF AVUS Stock Holding History

Divergent Planning’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
2025 Q4	$27.3M	Buy	242,241 +4,394	+2%	+$484K	6.96%	5
2025 Q3	$26M	Buy	237,847 +7,534	+3%	+$791K	6.91%	5
2025 Q2	$23.3M	Buy	230,313 +11,461	+5%	+$1.07M	6.89%	5
2025 Q1	$20.5M	Buy	218,852 +2,946	+1%	+$287K	6.79%	6
2024 Q4	$20.8M	Buy	215,906 +3,955	+2%	+$388K	7.11%	6
2024 Q3	$20.2M	Buy	211,951 +6,149	+3%	+$565K	7.53%	5
2024 Q2	$18.7M	Buy	205,802 +4,480	+2%	+$396K	7.46%	5
2024 Q1	$18M	Buy	201,322 +5,201	+3%	+$439K	7.59%	6
2023 Q4	$15.9M	Buy	196,121 +3,135	+2%	+$237K	7.68%	6
2023 Q3	$14.2M	Buy	192,986 +980	+0.5%	+$74.4K	7.64%	6
2023 Q2	$14.4M	Buy	192,006 +6,912	+4%	+$495K	7.56%	6
2023 Q1	$13.1M	Buy	185,094 +10,898	+6%	+$771K	7.38%	6
2022 Q4	$11.8M	Buy	174,196 +6,887	+4%	+$471K	7.45%	6
2022 Q3	$10.4M	Buy	167,309 +5,896	+4%	+$405K	7.68%	6
2022 Q2	$10.5M	Buy	+161,413	New	+$11.5M	7.54%	6

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Divergent Planning's AVUS Position: Q4 2025 in Review

Divergent Planning increased its Avantis US Equity ETF (AVUS) stake by 1.8% in Q4 2025, buying an estimated $484K and bringing the position to 242,241 shares worth $27.3M. The position accounts for 6.96% of the portfolio, ranked #5.

Divergent Planning first reported a position in AVUS in Q2 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

Divergent Planning held 242,241 shares of Avantis US Equity ETF worth $27.3M as of Q4 2025.
Divergent Planning bought 4,394 Avantis US Equity ETF shares in Q4 2025, an estimated $484K.
Avantis US Equity ETF made up 6.96% of Divergent Planning's portfolio in Q4 2025, its #5 holding.
Divergent Planning first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 15 quarters since.
520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.