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Lane Brothers & Co’s Avantis US Equity ETF AVUS Stock Holding History

Lane Brothers & Co’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 		$9.7M Buy
75,752
+34,037
+82% +$4.19M 6.35% 3
2026
Q1 		$4.64M Sell
41,715
-4,459
-10% -$511K 3.38% 8
2025
Q4 		$5.16M Buy
+46,174
New +$5.09M 3.74% 8

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

Lane Brothers & Co's AVUS Position: Q2 2026 in Review

Lane Brothers & Co increased its Avantis US Equity ETF (AVUS) stake by 82% in Q2 2026, buying an estimated $4.19M and bringing the position to 75,752 shares worth $9.7M. The position accounts for 6.35% of the portfolio, ranked #3.

Lane Brothers & Co first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Lane Brothers & Co held 75,752 shares of Avantis US Equity ETF worth $9.7M as of Q2 2026.
  • Lane Brothers & Co bought 34,037 Avantis US Equity ETF shares in Q2 2026, an estimated $4.19M.
  • Avantis US Equity ETF made up 6.35% of Lane Brothers & Co's portfolio in Q2 2026, its #3 holding.
  • Lane Brothers & Co first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.