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MeadowBrook Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

MeadowBrook Investment Advisors’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 		$452K Hold
3,530
– – 0.36% 62
2026
Q1 		$392K Buy
+3,530
New +$404K 0.35% 66
2025
Q2 		– Sell
-3,530
Closed -$326K – 236
2025
Q1 		$326K Hold
3,530
– – 0.3% 73
2024
Q4 		$342K Buy
+3,530
New +$347K 0.3% 75

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MeadowBrook Investment Advisors's AVUS Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 3,530 shares worth $452K. The position accounts for 0.36% of the portfolio, ranked #62.

MeadowBrook Investment Advisors first reported a position in AVUS in Q4 2024 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • MeadowBrook Investment Advisors held 3,530 shares of Avantis US Equity ETF worth $452K as of Q2 2026.
  • MeadowBrook Investment Advisors left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.36% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • MeadowBrook Investment Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.