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

Family Office Research’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	$14.3M	Sell	111,428 -953	-0.8%	-$117K	5.35%	5
2026 Q1	$12.5M	Buy	112,381 +976	+0.9%	+$112K	5.43%	6
2025 Q4	$12.6M	Sell	111,405 -639	-0.6%	-$70.4K	5.14%	8
2025 Q3	$12.2M	Sell	112,044 -1,043	-0.9%	-$109K	5.33%	8
2025 Q2	$11.4M	Buy	113,087 +16,098	+17%	+$1.51M	5.39%	8
2025 Q1	$8.96M	Buy	96,989 +15,240	+19%	+$1.48M	4.36%	8
2024 Q4	$7.92M	Buy	+81,749	New	+$8.03M	3.47%	8

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

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

Family Office Research reduced its Avantis US Equity ETF (AVUS) stake by 0.85% in Q2 2026, selling an estimated $117K and leaving 111,428 shares worth $14.3M. The position accounts for 5.35% of the portfolio, ranked #5.

Family Office Research first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Family Office Research held 111,428 shares of Avantis US Equity ETF worth $14.3M as of Q2 2026.
Family Office Research sold 953 Avantis US Equity ETF shares in Q2 2026, an estimated $117K.
Avantis US Equity ETF made up 5.35% of Family Office Research's portfolio in Q2 2026, its #5 holding.
Family Office Research first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
510 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.