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Meredith Wealth Planning’s Avantis US Equity ETF AVUS Stock Holding History

Meredith Wealth Planning’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 		$12.2M Buy
109,999
+20,379
+23% +$2.33M 3.31% 9
2025
Q4 		$10M Sell
89,620
-2,210
-2% -$243K 2.98% 11
2025
Q3 		$9.98M Buy
91,830
+9,173
+11% +$963K 3.16% 11
2025
Q2 		$8.33M Buy
82,657
+15,479
+23% +$1.45M 3.03% 11
2025
Q1 		$6.21M Sell
67,178
-128
-0.2% -$12.5K 2.74% 11
2024
Q4 		$6.52M Sell
67,306
-140
-0.2% -$13.7K 2.91% 10
2024
Q3 		$6.42M Buy
67,446
+62
+0.1% +$5.69K 3.06% 10
2024
Q2 		$6.08M Buy
67,384
+2,975
+5% +$263K 3.18% 10
2024
Q1 		$5.76M Buy
64,409
+1,583
+3% +$134K 3.22% 10
2023
Q4 		$5.12M Buy
62,826
+1,698
+3% +$129K 3.18% 10
2023
Q3 		$4.48M Buy
61,128
+10,117
+20% +$769K 3.33% 8
2023
Q2 		$3.84M Buy
51,011
+16,689
+49% +$1.19M 3.12% 8
2023
Q1 		$2.43M Buy
+34,322
New +$2.43M 1.96% 9

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

Meredith Wealth Planning's AVUS Position: Q1 2026 in Review

Meredith Wealth Planning increased its Avantis US Equity ETF (AVUS) stake by 23% in Q1 2026, buying an estimated $2.33M and bringing the position to 109,999 shares worth $12.2M. The position accounts for 3.31% of the portfolio, ranked #9.

Meredith Wealth Planning first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Meredith Wealth Planning held 109,999 shares of Avantis US Equity ETF worth $12.2M as of Q1 2026.
  • Meredith Wealth Planning bought 20,379 Avantis US Equity ETF shares in Q1 2026, an estimated $2.33M.
  • Avantis US Equity ETF made up 3.31% of Meredith Wealth Planning's portfolio in Q1 2026, its #9 holding.
  • Meredith Wealth Planning first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.