Ehrlich Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Ehrlich Financial 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	$16.4M	Buy	127,765 +55,435	+77%	+$6.83M	8.42%	1
2026 Q1	$8.04M	Buy	72,330 +6,499	+10%	+$744K	4.62%	1
2025 Q4	$7.36M	Buy	65,831 +3,239	+5%	+$357K	4.19%	5
2025 Q3	$6.8M	Buy	62,592 +1,437	+2%	+$151K	4.04%	5
2025 Q2	$6.17M	Sell	61,155 -14,963	-20%	-$1.4M	3.99%	5
2025 Q1	$7.03M	Sell	76,118 -17,914	-19%	-$1.75M	5.13%	3
2024 Q4	$9.11M	Buy	94,032 +1,400	+2%	+$137K	6.48%	2
2024 Q3	$8.81M	Buy	92,632 +7,905	+9%	+$726K	6.29%	2
2024 Q2	$7.64M	Buy	84,727 +3,154	+4%	+$279K	6.03%	3
2024 Q1	$7.3M	Sell	81,573 -12,507	-13%	-$1.06M	6.15%	2
2023 Q4	$7.67M	Buy	+94,080	New	+$7.12M	7.69%	1

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

Ehrlich Financial Group's AVUS Position: Q2 2026 in Review

Ehrlich Financial Group increased its Avantis US Equity ETF (AVUS) stake by 77% in Q2 2026, buying an estimated $6.83M and bringing the position to 127,765 shares worth $16.4M. The position accounts for 8.42% of the portfolio, ranked #1.

Ehrlich Financial Group first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Ehrlich Financial Group held 127,765 shares of Avantis US Equity ETF worth $16.4M as of Q2 2026.
Ehrlich Financial Group bought 55,435 Avantis US Equity ETF shares in Q2 2026, an estimated $6.83M.
Avantis US Equity ETF made up 8.42% of Ehrlich Financial Group's portfolio in Q2 2026, its #1 holding.
Ehrlich Financial Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.