Midwest Heritage Bank’s Avantis US Equity ETF AVUS Stock Holding History

Midwest Heritage Bank’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	$455K	Buy	3,554 +331	+10%	+$40.8K	0.13%	34
2026 Q1	$358K	Hold	3,223	–	–	0.12%	38
2025 Q4	$360K	Buy	3,223 +9	+0.3%	+$991	0.12%	42
2025 Q3	$349K	Buy	3,214 +8	+0.2%	+$839	0.12%	44
2025 Q2	$323K	Buy	3,206 +10	+0.3%	+$936	0.12%	44
2025 Q1	$295K	Buy	3,196 +10	+0.3%	+$974	0.12%	42
2024 Q4	$309K	Sell	3,186 -5,098	-62%	-$501K	0.14%	44
2024 Q3	$788K	Buy	8,284 +11	+0.1%	+$1.01K	0.37%	28
2024 Q2	$746K	Buy	8,273 +11	+0.1%	+$972	0.38%	27
2024 Q1	$739K	Buy	8,262 +9	+0.1%	+$760	0.39%	28
2023 Q4	$673K	Hold	8,253	–	–	0.46%	27
2023 Q3	$605K	Hold	8,253	–	–	0.45%	27
2023 Q2	$621K	Hold	8,253	–	–	0.47%	26
2023 Q1	$585K	Sell	8,253 -4,118	-33%	-$291K	0.47%	25
2022 Q4	$841K	Hold	12,371	–	–	0.81%	28
2022 Q3	$771K	Buy	12,371 +5,109	+70%	+$351K	0.81%	27
2022 Q2	$472K	Buy	+7,262	New	+$515K	0.43%	38

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

Midwest Heritage Bank's AVUS Position: Q2 2026 in Review

Midwest Heritage Bank increased its Avantis US Equity ETF (AVUS) stake by 10% in Q2 2026, buying an estimated $40.8K and bringing the position to 3,554 shares worth $455K. The position accounts for 0.13% of the portfolio, ranked #34.

Midwest Heritage Bank first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $841K in Q4 2022. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Midwest Heritage Bank held 3,554 shares of Avantis US Equity ETF worth $455K as of Q2 2026.
Midwest Heritage Bank bought 331 Avantis US Equity ETF shares in Q2 2026, an estimated $40.8K.
Avantis US Equity ETF made up 0.13% of Midwest Heritage Bank's portfolio in Q2 2026, its #34 holding.
Midwest Heritage Bank first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
Midwest Heritage Bank's Avantis US Equity ETF position peaked at $841K in Q4 2022.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.