GoalVest Advisory
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GoalVest Advisory’s Avantis US Equity ETF AVUS Stock Holding History

GoalVest Advisory’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
Q3 		$19K Hold
148
– – ﹤0.01% 322
2026
Q2 		$19K Hold
148
– – ﹤0.01% 307
2026
Q1 		$16.5K Buy
+148
New +$16.9K ﹤0.01% 345

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

GoalVest Advisory's AVUS Position: Q3 2026 in Review

GoalVest Advisory held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 148 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

GoalVest Advisory first reported a position in AVUS in Q1 2026 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • GoalVest Advisory held 148 shares of Avantis US Equity ETF worth $19K as of Q3 2026.
  • GoalVest Advisory left its Avantis US Equity ETF share count unchanged in Q3 2026.
  • Avantis US Equity ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #322 holding.
  • GoalVest Advisory first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.