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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
Q2 		$38M Buy
296,736
+19,913
+7% +$2.45M 9.74% 2
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

HTG Investment Advisors's AVUS Position: Q2 2026 in Review

HTG Investment Advisors increased its Avantis US Equity ETF (AVUS) stake by 7.2% in Q2 2026, buying an estimated $2.45M and bringing the position to 296,736 shares worth $38M. The position accounts for 9.74% of the portfolio, ranked #2.

HTG Investment Advisors first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • HTG Investment Advisors held 296,736 shares of Avantis US Equity ETF worth $38M as of Q2 2026.
  • HTG Investment Advisors bought 19,913 Avantis US Equity ETF shares in Q2 2026, an estimated $2.45M.
  • Avantis US Equity ETF made up 9.74% of HTG Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • HTG Investment Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.