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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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. 584 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.
584 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.