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Flagstone Financial Management’s Avantis US Equity ETF AVUS Stock Holding History

Flagstone Financial 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 		$16.9M Sell
132,214
-2,553
-2% -$315K 3.79% 9
2026
Q1 		$15M Buy
134,767
+1,039
+0.8% +$119K 3.72% 9
2025
Q4 		$14.9M Buy
133,728
+1,643
+1% +$181K 3.83% 9
2025
Q3 		$14.4M Buy
132,085
+951
+0.7% +$99.8K 3.79% 9
2025
Q2 		$13.2M Buy
131,134
+7,210
+6% +$675K 3.79% 9
2025
Q1 		$11.4M Buy
123,924
+3,165
+3% +$308K 3.69% 10
2024
Q4 		$11.7M Buy
120,759
+376
+0.3% +$36.9K 3.89% 9
2024
Q3 		$11.5M Buy
120,383
+1,614
+1% +$148K 3.84% 9
2024
Q2 		$10.7M Buy
118,769
+2,645
+2% +$234K 3.98% 9
2024
Q1 		$10.4M Buy
116,124
+4,338
+4% +$366K 4.02% 8
2023
Q4 		$9.12M Buy
111,786
+6,955
+7% +$526K 3.73% 10
2023
Q3 		$7.68M Sell
104,831
-2,354
-2% -$179K 3.51% 10
2023
Q2 		$8.06M Buy
107,185
+2,412
+2% +$173K 3.78% 10
2023
Q1 		$7.43M Buy
104,773
+8,837
+9% +$625K 3.71% 10
2022
Q4 		$6.52M Buy
+95,936
New +$6.56M 3.97% 10

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Flagstone Financial Management's AVUS Position: Q2 2026 in Review

Flagstone Financial Management reduced its Avantis US Equity ETF (AVUS) stake by 1.9% in Q2 2026, selling an estimated $315K and leaving 132,214 shares worth $16.9M. The position accounts for 3.79% of the portfolio, ranked #9.

Flagstone Financial Management first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Flagstone Financial Management held 132,214 shares of Avantis US Equity ETF worth $16.9M as of Q2 2026.
  • Flagstone Financial Management sold 2,553 Avantis US Equity ETF shares in Q2 2026, an estimated $315K.
  • Avantis US Equity ETF made up 3.79% of Flagstone Financial Management's portfolio in Q2 2026, its #9 holding.
  • Flagstone Financial Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 302 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.