Ferguson Wellman Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Ferguson Wellman Capital Management’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	$337K	Buy	+2,635	New	+$325K	﹤0.01%	356

Other funds holding AVUS

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Ferguson Wellman Capital Management's AVUS Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 2,635 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

224 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Ferguson Wellman Capital Management held 2,635 shares of Avantis US Equity ETF worth $337K as of Q2 2026.
Avantis US Equity ETF was a new Ferguson Wellman Capital Management position in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #356 holding.
224 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.