McLean Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

McLean Asset 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	$95.8M	Buy	751,137 +9,674	+1%	+$1.19M	12.67%	1
2026 Q1	$82.4M	Buy	741,463 +64,283	+9%	+$7.36M	14.42%	1
2025 Q4	$77.6M	Buy	677,180 +198,895	+42%	+$21.9M	13.9%	1
2025 Q3	$52.3M	Buy	478,285 +325,942	+214%	+$34.2M	10.78%	1
2025 Q2	$15.5M	Buy	152,343 +8,975	+6%	+$840K	4.07%	6
2025 Q1	$11.7M	Buy	143,368 +18,846	+15%	+$1.84M	3.85%	7
2024 Q4	$12.1M	Buy	124,522 +11,412	+10%	+$1.12M	3.63%	8
2024 Q3	$10.8M	Buy	113,110 +13,616	+14%	+$1.25M	3.25%	9
2024 Q2	$9.15M	Buy	99,494 +10,587	+12%	+$935K	2.96%	10
2024 Q1	$7.89M	Buy	88,907 +3,315	+4%	+$280K	2.7%	11
2023 Q4	$6.86M	Buy	85,592 +8,931	+12%	+$676K	2.57%	11
2023 Q3	$5.67M	Buy	76,661 +3,022	+4%	+$230K	2.33%	12
2023 Q2	$5.54M	Buy	73,639 +12,088	+20%	+$865K	2.17%	13
2023 Q1	$4.36M	Sell	61,551 -2,683	-4%	-$190K	1.8%	13
2022 Q4	$4.37M	Buy	64,234 +30,898	+93%	+$2.11M	1.49%	16
2022 Q3	$2.14M	Buy	33,336 +9,465	+40%	+$650K	0.82%	22
2022 Q2	$1.56M	Buy	+23,871	New	+$1.69M	0.62%	21

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

McLean Asset Management's AVUS Position: Q2 2026 in Review

McLean Asset Management increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q2 2026, buying an estimated $1.19M and bringing the position to 751,137 shares worth $95.8M. The position accounts for 12.67% of the portfolio, ranked #1.

McLean Asset Management first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

McLean Asset Management held 751,137 shares of Avantis US Equity ETF worth $95.8M as of Q2 2026.
McLean Asset Management bought 9,674 Avantis US Equity ETF shares in Q2 2026, an estimated $1.19M.
Avantis US Equity ETF made up 12.67% of McLean Asset Management's portfolio in Q2 2026, its #1 holding.
McLean Asset Management first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.