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

Lauterbach 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	$1.92M	Buy	14,995 +4,757	+46%	+$586K	0.83%	19
2026 Q1	$1.14M	Buy	10,238 +4,665	+84%	+$534K	0.56%	25
2025 Q4	$623K	Buy	5,573 +1,128	+25%	+$124K	0.3%	40
2025 Q3	$483K	Buy	4,445 +1,414	+47%	+$148K	0.24%	49
2025 Q2	$306K	Buy	3,031 +6	+0.2%	+$562	0.17%	64
2025 Q1	$279K	Buy	3,025 +7	+0.2%	+$682	0.17%	60
2024 Q4	$293K	Buy	3,018 +7	+0.2%	+$687	0.18%	53
2024 Q3	$286K	Buy	3,011 +7	+0.2%	+$643	0.17%	55
2024 Q2	$266K	Buy	3,004 +7	+0.2%	+$619	0.18%	52
2024 Q1	$268K	Buy	2,997 +6	+0.2%	+$507	0.18%	54
2023 Q4	$244K	Sell	2,991 -574	-16%	-$43.4K	0.17%	54
2023 Q3	$261K	Buy	3,565 +7	+0.2%	+$532	0.21%	48
2023 Q2	$268K	Hold	3,558	–	–	0.2%	49
2023 Q1	$252K	Buy	3,558 +182	+5%	+$12.9K	0.2%	47
2022 Q4	$230K	Buy	+3,376	New	+$231K	0.2%	48
2022 Q2	–	Sell	-2,849	Closed	-$220K	–	48
2022 Q1	$220K	Buy	2,849 +254	+10%	+$19.3K	0.2%	44
2021 Q4	$208K	Buy	+2,595	New	+$203K	0.18%	47

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

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

Lauterbach Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 46% in Q2 2026, buying an estimated $586K and bringing the position to 14,995 shares worth $1.92M. The position accounts for 0.83% of the portfolio, ranked #19.

Lauterbach Financial Advisors first reported a position in AVUS in Q4 2021 and has held it in 17 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Lauterbach Financial Advisors held 14,995 shares of Avantis US Equity ETF worth $1.92M as of Q2 2026.
Lauterbach Financial Advisors bought 4,757 Avantis US Equity ETF shares in Q2 2026, an estimated $586K.
Avantis US Equity ETF made up 0.83% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #19 holding.
Lauterbach Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2021 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 Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.