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Heritage Wealth Management (California)’s Avantis US Equity ETF AVUS Stock Holding History

Heritage Wealth Management (California)’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 		$1.25M Buy
9,731
+553
+6% +$68.1K 0.47% 43
2026
Q1 		$1.02M Buy
9,178
+1,552
+20% +$178K 0.56% 41
2025
Q4 		$852K Buy
7,626
+693
+10% +$76.3K 0.54% 46
2025
Q3 		$754K Buy
+6,933
New +$727K 0.5% 48

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

Heritage Wealth Management (California)'s AVUS Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Avantis US Equity ETF (AVUS) stake by 6% in Q2 2026, buying an estimated $68.1K and bringing the position to 9,731 shares worth $1.25M. The position accounts for 0.47% of the portfolio, ranked #43.

Heritage Wealth Management (California) first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Heritage Wealth Management (California) held 9,731 shares of Avantis US Equity ETF worth $1.25M as of Q2 2026.
  • Heritage Wealth Management (California) bought 553 Avantis US Equity ETF shares in Q2 2026, an estimated $68.1K.
  • Avantis US Equity ETF made up 0.47% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #43 holding.
  • Heritage Wealth Management (California) first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.