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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
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

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. 584 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.
  • 584 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.