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HTG Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

HTG Investment 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
Q1 		$30.8M Buy
276,823
+35,600
+15% +$4.08M 8.76% 2
2025
Q4 		$27M Buy
241,223
+29,157
+14% +$3.21M 8.28% 2
2025
Q3 		$23.1M Buy
212,066
+5,514
+3% +$579K 7.76% 2
2025
Q2 		$20.8M Buy
206,552
+22,453
+12% +$2.1M 7.75% 3
2025
Q1 		$17M Buy
184,099
+17,157
+10% +$1.67M 7.09% 5
2024
Q4 		$16.2M Buy
166,942
+1,108
+0.7% +$109K 7.4% 4
2024
Q3 		$15.8M Buy
165,834
+8,746
+6% +$803K 7.45% 5
2024
Q2 		$14.2M Sell
157,088
-156
-0.1% -$13.8K 7.64% 5
2024
Q1 		$14.1M Buy
157,244
+19,854
+14% +$1.68M 8.16% 4
2023
Q4 		$11.2M Buy
137,390
+14,458
+12% +$1.09M 7.32% 4
2023
Q3 		$9.01M Buy
122,932
+6,039
+5% +$459K 7.22% 4
2023
Q2 		$8.79M Buy
116,893
+9,167
+9% +$656K 7.26% 4
2023
Q1 		$7.64M Buy
107,726
+6,263
+6% +$443K 6.96% 4
2022
Q4 		$6.9M Buy
+101,463
New +$6.93M 6.98% 4

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

HTG Investment Advisors's AVUS Position: Q1 2026 in Review

HTG Investment Advisors increased its Avantis US Equity ETF (AVUS) stake by 15% in Q1 2026, buying an estimated $4.08M and bringing the position to 276,823 shares worth $30.8M. The position accounts for 8.76% of the portfolio, ranked #2.

HTG Investment Advisors first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • HTG Investment Advisors held 276,823 shares of Avantis US Equity ETF worth $30.8M as of Q1 2026.
  • HTG Investment Advisors bought 35,600 Avantis US Equity ETF shares in Q1 2026, an estimated $4.08M.
  • Avantis US Equity ETF made up 8.76% of HTG Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • HTG Investment Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.