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

Modera 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	$138M	Buy	1,076,358 +48,655	+5%	+$5.99M	1.47%	14
2026 Q1	$114M	Buy	1,027,703 +33,490	+3%	+$3.83M	1.37%	17
2025 Q4	$111M	Sell	994,213 -38,365	-4%	-$4.23M	1.29%	19
2025 Q3	$112M	Buy	1,032,578 +16,437	+2%	+$1.72M	1.3%	19
2025 Q2	$102M	Buy	1,016,141 +143,649	+16%	+$13.4M	1.27%	19
2025 Q1	$80.6M	Buy	872,492 +42,276	+5%	+$4.12M	1.09%	21
2024 Q4	$80.5M	Buy	830,216 +22,600	+3%	+$2.22M	0.97%	24
2024 Q3	$76.8M	Buy	807,616 +26,826	+3%	+$2.46M	0.98%	25
2024 Q2	$70.4M	Buy	780,790 +29,085	+4%	+$2.57M	1.04%	25
2024 Q1	$67.3M	Buy	751,705 +40,828	+6%	+$3.45M	1.02%	25
2023 Q4	$58M	Buy	710,877 +68,387	+11%	+$5.18M	0.96%	26
2023 Q3	$47.1M	Buy	642,490 +25,189	+4%	+$1.91M	0.89%	27
2023 Q2	$46.4M	Buy	617,301 +10,525	+2%	+$753K	0.84%	28
2023 Q1	$43M	Buy	606,776 +57,424	+10%	+$4.06M	1.67%	16
2022 Q4	$37.4M	Buy	549,352 +190,808	+53%	+$13M	1.52%	20
2022 Q3	$22.4M	Buy	358,544 +94,653	+36%	+$6.5M	1.13%	27
2022 Q2	$17.2M	Buy	263,891 +149,504	+131%	+$10.6M	0.82%	31
2022 Q1	$8.82M	Buy	114,387 +102,240	+842%	+$7.79M	0.39%	44
2021 Q4	$974K	Buy	+12,147	New	+$951K	0.04%	178

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

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

Modera Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 4.7% in Q2 2026, buying an estimated $5.99M and bringing the position to 1,076,358 shares worth $138M. The position accounts for 1.47% of the portfolio, ranked #14.

Modera Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Modera Wealth Management held 1,076,358 shares of Avantis US Equity ETF worth $138M as of Q2 2026.
Modera Wealth Management bought 48,655 Avantis US Equity ETF shares in Q2 2026, an estimated $5.99M.
Avantis US Equity ETF made up 1.47% of Modera Wealth Management's portfolio in Q2 2026, its #14 holding.
Modera Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.