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Herold Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Herold Advisors’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 		$10.8M Buy
84,596
+3,221
+4% +$416K 2.12% 6
2026
Q2 		$10.4M Sell
81,375
-2,947
-3% -$363K 2.06% 6
2026
Q1 		$9.37M Buy
84,322
+4,102
+5% +$470K 2.06% 6
2025
Q4 		$8.97M Buy
80,220
+5,889
+8% +$649K 2% 6
2025
Q3 		$8.08M Sell
74,331
-84,789
-53% -$8.9M 1.87% 7
2025
Q2 		$16M Buy
159,120
+409
+0.3% +$38.3K 3.36% 3
2025
Q1 		$14.7M Buy
158,711
+11,830
+8% +$1.15M 3.22% 2
2024
Q4 		$14.2M Sell
146,881
-8,087
-5% -$794K 3.1% 4
2024
Q3 		$14.7M Buy
154,968
+863
+0.6% +$79.3K 3.2% 3
2024
Q2 		$13.9M Buy
154,105
+5,996
+4% +$530K 3.21% 4
2024
Q1 		$13.3M Buy
148,109
+13,851
+10% +$1.17M 3.21% 3
2023
Q4 		$10.9M Buy
134,258
+92,764
+224% +$7.02M 3.03% 3
2023
Q3 		$3.04M Buy
41,494
+1,357
+3% +$103K 0.92% 26
2023
Q2 		$3.02M Buy
40,137
+18,157
+83% +$1.3M 0.92% 23
2023
Q1 		$1.56M Buy
21,980
+569
+3% +$40.3K 0.54% 58
2022
Q4 		$1.46M Sell
21,411
-928
-4% -$63.4K 0.62% 51
2022
Q3 		$1.39M Buy
22,339
+1,286
+6% +$88.3K 0.67% 52
2022
Q2 		$1.37M Buy
21,053
+1,485
+8% +$105K 0.61% 52
2022
Q1 		$1.51M Buy
19,568
+8,342
+74% +$635K 0.54% 58
2021
Q4 		$899K Buy
11,226
+101
+0.9% +$7.91K 0.35% 92
2021
Q3 		$819K Buy
+11,125
New +$837K 0.32% 92

Other funds holding AVUS

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Herold Advisors's AVUS Position: Q3 2026 in Review

Herold Advisors increased its Avantis US Equity ETF (AVUS) stake by 4% in Q3 2026, buying an estimated $416K and bringing the position to 84,596 shares worth $10.8M. The position accounts for 2.12% of the portfolio, ranked #6.

Herold Advisors first reported a position in AVUS in Q3 2021 and has held it in 21 quarters since. The position peaked at $16M in Q2 2025. 110 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Herold Advisors held 84,596 shares of Avantis US Equity ETF worth $10.8M as of Q3 2026.
  • Herold Advisors bought 3,221 Avantis US Equity ETF shares in Q3 2026, an estimated $416K.
  • Avantis US Equity ETF made up 2.12% of Herold Advisors's portfolio in Q3 2026, its #6 holding.
  • Herold Advisors first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Avantis US Equity ETF position peaked at $16M in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.