Meredith Wealth Planning
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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
Q3 		$14.2M Sell
111,204
-120
-0.1% -$15.5K 3.56% 9
2026
Q2 		$14.3M Buy
111,324
+1,325
+1% +$163K 3.37% 9
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 		$10M 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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meredith Wealth Planning's AVUS Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Avantis US Equity ETF (AVUS) stake by 0.11% in Q3 2026, selling an estimated $15.5K and leaving 111,204 shares worth $14.2M. The position accounts for 3.56% of the portfolio, ranked #9.

Meredith Wealth Planning first reported a position in AVUS in Q1 2023 and has held it in 15 quarters since. The position peaked at $14.3M in Q2 2026. 154 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Meredith Wealth Planning held 111,204 shares of Avantis US Equity ETF worth $14.2M as of Q3 2026.
  • Meredith Wealth Planning sold 120 Avantis US Equity ETF shares in Q3 2026, an estimated $15.5K.
  • Avantis US Equity ETF made up 3.56% of Meredith Wealth Planning's portfolio in Q3 2026, its #9 holding.
  • Meredith Wealth Planning first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • Meredith Wealth Planning's Avantis US Equity ETF position peaked at $14.3M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.