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

McMill 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	$626K	Buy	4,890 +1	+0%	+$123	0.15%	40
2026 Q1	$544K	Sell	4,889 -52	-1%	-$5.95K	0.14%	41
2025 Q4	$552K	Buy	4,941 +97	+2%	+$10.7K	0.16%	38
2025 Q3	$527K	Buy	4,844 +10	+0.2%	+$1.05K	0.15%	38
2025 Q2	$486K	Buy	4,834 +15	+0.3%	+$1.4K	0.16%	40
2025 Q1	$445K	Buy	+4,819	New	+$470K	0.16%	39

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

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

McMill Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.02% in Q2 2026, buying an estimated $123 and bringing the position to 4,890 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #40.

McMill Wealth Management first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

McMill Wealth Management held 4,890 shares of Avantis US Equity ETF worth $626K as of Q2 2026.
McMill Wealth Management bought 1 Avantis US Equity ETF share in Q2 2026, an estimated $123.
Avantis US Equity ETF made up 0.15% of McMill Wealth Management's portfolio in Q2 2026, its #40 holding.
McMill Wealth Management first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.