Great Valley Advisor Group’s Avantis US Equity ETF AVUS Stock Holding History

Great Valley Advisor Group’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 Q1	$3.64M	Sell	32,770 -466	-1%	-$53.4K	0.07%	258
2025 Q4	$3.72M	Buy	33,236 +1,384	+4%	+$152K	0.07%	236
2025 Q3	$3.46M	Buy	31,852 +1,824	+6%	+$191K	0.07%	237
2025 Q2	$3.03M	Sell	30,028 -14,055	-32%	-$1.32M	0.07%	241
2025 Q1	$4.07M	Sell	44,083 -120,141	-73%	-$11.7M	0.09%	200
2024 Q4	$15.9M	Buy	164,224 +7,065	+4%	+$694K	0.36%	74
2024 Q3	$15M	Sell	157,159 -8,596	-5%	-$789K	0.37%	71
2024 Q2	$14.9M	Buy	165,755 +28,367	+21%	+$2.51M	0.42%	65
2024 Q1	$12.3M	Buy	137,388 +59,699	+77%	+$5.04M	0.37%	70
2023 Q4	$6.34M	Buy	77,689 +65,466	+536%	+$4.95M	0.22%	114
2023 Q3	$895K	Buy	12,223 +13	+0.1%	+$988	0.04%	334
2023 Q2	$919K	Buy	12,210 +662	+6%	+$47.4K	0.04%	325
2023 Q1	$818K	Buy	11,548 +3,189	+38%	+$226K	0.04%	334
2022 Q4	$569K	Buy	+8,359	New	+$571K	0.03%	421

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Great Valley Advisor Group's AVUS Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Avantis US Equity ETF (AVUS) stake by 1.4% in Q1 2026, selling an estimated $53.4K and leaving 32,770 shares worth $3.64M. The position accounts for 0.07% of the portfolio, ranked #258.

Great Valley Advisor Group first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Great Valley Advisor Group held 32,770 shares of Avantis US Equity ETF worth $3.64M as of Q1 2026.
Great Valley Advisor Group sold 466 Avantis US Equity ETF shares in Q1 2026, an estimated $53.4K.
Avantis US Equity ETF made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #258 holding.
Great Valley Advisor Group first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Great Valley Advisor Group's Avantis US Equity ETF position peaked at $15.9M in Q4 2024.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.