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Highland Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Highland Financial 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
Q2 		$42.5M Sell
331,484
-3,709
-1% -$457K 9.34% 3
2026
Q1 		$37.3M Buy
335,193
+25,137
+8% +$2.88M 9.84% 3
2025
Q4 		$34.7M Buy
310,056
+3,183
+1% +$351K 9.61% 4
2025
Q3 		$33.4M Buy
306,873
+10,921
+4% +$1.15M 9.56% 3
2025
Q2 		$29.8M Buy
295,952
+11,461
+4% +$1.07M 9.58% 3
2025
Q1 		$26.3M Buy
284,491
+11,051
+4% +$1.08M 9.4% 2
2024
Q4 		$26.5M Buy
273,440
+8,514
+3% +$836K 9.18% 3
2024
Q3 		$25.2M Buy
264,926
+6,640
+3% +$610K 8.96% 3
2024
Q2 		$23.3M Buy
258,286
+30,093
+13% +$2.66M 8.66% 2
2024
Q1 		$20.4M Buy
228,193
+5,034
+2% +$425K 8.17% 4
2023
Q4 		$18.2M Buy
223,159
+6,344
+3% +$480K 7.91% 4
2023
Q3 		$15.9M Buy
216,815
+1,577
+0.7% +$120K 8.22% 4
2023
Q2 		$16.2M Buy
215,238
+4,266
+2% +$305K 8.34% 4
2023
Q1 		$15M Buy
210,972
+5,083
+2% +$360K 8.12% 4
2022
Q4 		$14M Buy
205,889
+33,344
+19% +$2.28M 8.24% 3
2022
Q3 		$10.8M Buy
172,545
+23,342
+16% +$1.6M 7.47% 4
2022
Q2 		$9.7M Buy
+149,203
New +$10.6M 6.65% 4

Other funds holding AVUS

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
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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Highland Financial Advisors's AVUS Position: Q2 2026 in Review

Highland Financial Advisors reduced its Avantis US Equity ETF (AVUS) stake by 1.1% in Q2 2026, selling an estimated $457K and leaving 331,484 shares worth $42.5M. The position accounts for 9.34% of the portfolio, ranked #3.

Highland Financial Advisors first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 257 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Highland Financial Advisors held 331,484 shares of Avantis US Equity ETF worth $42.5M as of Q2 2026.
  • Highland Financial Advisors sold 3,709 Avantis US Equity ETF shares in Q2 2026, an estimated $457K.
  • Avantis US Equity ETF made up 9.34% of Highland Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Highland Financial Advisors first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 257 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.