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Mather Group’s Avantis US Equity ETF AVUS Stock Holding History

Mather Group’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 		$403K Hold
3,143
– – ﹤0.01% 594
2026
Q1 		$349K Hold
3,143
– – ﹤0.01% 581
2025
Q4 		$351K Hold
3,143
– – ﹤0.01% 482
2025
Q3 		$342K Hold
3,143
– – ﹤0.01% 480
2025
Q2 		$317K Hold
3,143
– – ﹤0.01% 484
2025
Q1 		$290K Hold
3,143
– – ﹤0.01% 498
2024
Q4 		$305K Hold
3,143
– – ﹤0.01% 461
2024
Q3 		$299K Hold
3,143
– – ﹤0.01% 469
2024
Q2 		$281K Hold
3,143
– – ﹤0.01% 548
2024
Q1 		$256K Hold
3,143
– – ﹤0.01% 471
2023
Q4 		$256K Buy
+3,143
New +$238K ﹤0.01% 484

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

Mather Group's AVUS Position: Q2 2026 in Review

Mather Group held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 3,143 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Mather Group first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Mather Group held 3,143 shares of Avantis US Equity ETF worth $403K as of Q2 2026.
  • Mather Group left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #594 holding.
  • Mather Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.