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Fonville Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Fonville Wealth 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 		$17.4M Buy
135,947
+3,897
+3% +$480K 2.84% 10
2026
Q1 		$14.7M Buy
132,050
+2,681
+2% +$307K 2.79% 10
2025
Q4 		$14.5M Buy
129,369
+7,281
+6% +$802K 2.96% 8
2025
Q3 		$13.3M Buy
122,088
+6,239
+5% +$655K 2.99% 8
2025
Q2 		$11.7M Buy
115,849
+5,962
+5% +$558K 2.96% 8
2025
Q1 		$10.1M Buy
109,887
+14,641
+15% +$1.43M 2.96% 8
2024
Q4 		$9.23M Buy
95,246
+6,703
+8% +$658K 3.05% 8
2024
Q3 		$8.42M Buy
88,543
+7,092
+9% +$651K 2.91% 8
2024
Q2 		$7.35M Buy
81,451
+6,703
+9% +$592K 2.91% 9
2024
Q1 		$6.69M Buy
74,748
+1,829
+3% +$154K 2.96% 9
2023
Q4 		$5.95M Buy
+72,919
New +$5.52M 3.15% 8

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

Fonville Wealth Management's AVUS Position: Q2 2026 in Review

Fonville Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 3% in Q2 2026, buying an estimated $480K and bringing the position to 135,947 shares worth $17.4M. The position accounts for 2.84% of the portfolio, ranked #10.

Fonville Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Fonville Wealth Management held 135,947 shares of Avantis US Equity ETF worth $17.4M as of Q2 2026.
  • Fonville Wealth Management bought 3,897 Avantis US Equity ETF shares in Q2 2026, an estimated $480K.
  • Avantis US Equity ETF made up 2.84% of Fonville Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Fonville Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.