MAM
AVUS icon

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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

McLean Asset Management's AVUS Position: Q1 2026 in Review

McLean Asset Management increased its Avantis US Equity ETF (AVUS) stake by 9.5% in Q1 2026, buying an estimated $7.36M and bringing the position to 741,463 shares worth $82.4M. The position accounts for 14.42% of the portfolio, ranked #1.

McLean Asset Management first reported a position in AVUS in Q2 2022 and has held it in 16 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • McLean Asset Management held 741,463 shares of Avantis US Equity ETF worth $82.4M as of Q1 2026.
  • McLean Asset Management bought 64,283 Avantis US Equity ETF shares in Q1 2026, an estimated $7.36M.
  • Avantis US Equity ETF made up 14.42% of McLean Asset Management's portfolio in Q1 2026, its #1 holding.
  • McLean Asset Management first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.