Mattern Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Mattern Wealth Management’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	$48.6M	Buy	379,466 +11,761	+3%	+$1.45M	7.98%	2
2026 Q1	$40.9M	Buy	367,705 +3,777	+1%	+$432K	7.97%	2
2025 Q4	$40.7M	Buy	363,928 +9,351	+3%	+$1.03M	7.83%	2
2025 Q3	$38.5M	Buy	354,577 +6,560	+2%	+$688K	7.69%	2
2025 Q2	$35.1M	Buy	348,017 +67,620	+24%	+$6.33M	7.3%	2
2025 Q1	$25.9M	Buy	280,397 +108,546	+63%	+$10.6M	5.73%	3
2024 Q4	$16.7M	Sell	171,851 -595	-0.3%	-$58.4K	3.67%	6
2024 Q3	$16.4M	Buy	172,446 +17,752	+11%	+$1.63M	3.61%	6
2024 Q2	$14M	Buy	154,694 +40,159	+35%	+$3.55M	3.35%	6
2024 Q1	$10.3M	Buy	114,535 +444	+0.4%	+$37.5K	2.49%	8
2023 Q4	$9.3M	Buy	114,091 +10,997	+11%	+$832K	2.39%	9
2023 Q3	$7.55M	Buy	+103,094	New	+$7.83M	2.21%	9

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

Mattern Wealth Management's AVUS Position: Q2 2026 in Review

Mattern Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 3.2% in Q2 2026, buying an estimated $1.45M and bringing the position to 379,466 shares worth $48.6M. The position accounts for 7.98% of the portfolio, ranked #2.

Mattern Wealth Management first reported a position in AVUS in Q3 2023 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Mattern Wealth Management held 379,466 shares of Avantis US Equity ETF worth $48.6M as of Q2 2026.
Mattern Wealth Management bought 11,761 Avantis US Equity ETF shares in Q2 2026, an estimated $1.45M.
Avantis US Equity ETF made up 7.98% of Mattern Wealth Management's portfolio in Q2 2026, its #2 holding.
Mattern Wealth Management first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 12 quarters since.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.