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Greenleaf Trust’s Avantis US Equity ETF AVUS Stock Holding History

Greenleaf Trust’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 		$207K Buy
+1,618
New +$199K ﹤0.01% 827
2025
Q4 		– Sell
-2,260
Closed -$246K – 818
2025
Q3 		$246K Buy
+2,260
New +$237K ﹤0.01% 713

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

Greenleaf Trust's AVUS Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 1,618 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in AVUS as recently as Q3 2025.

Greenleaf Trust first reported a position in AVUS in Q3 2025 and has held it in 2 quarters since. The position peaked at $246K in Q3 2025. 301 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Greenleaf Trust held 1,618 shares of Avantis US Equity ETF worth $207K as of Q2 2026.
  • Avantis US Equity ETF was a new Greenleaf Trust position in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #827 holding.
  • Greenleaf Trust first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • Greenleaf Trust's Avantis US Equity ETF position peaked at $246K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.