MFT
AVUS icon

Moisand Fitzgerald Tamayo’s Avantis US Equity ETF AVUS Stock Holding History

Moisand Fitzgerald Tamayo’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 		$337K Hold
2,631
– – 0.03% 99
2026
Q1 		$293K Sell
2,631
-129
-5% -$14.8K 0.03% 96
2025
Q4 		$309K Buy
2,760
+114
+4% +$12.6K 0.03% 96
2025
Q3 		$288K Hold
2,646
– – 0.03% 100
2025
Q2 		$267K Hold
2,646
– – 0.03% 104
2025
Q1 		$244K Sell
2,646
-1
-0% -$97 0.03% 102
2024
Q4 		$257K Sell
2,647
-149
-5% -$14.6K 0.04% 97
2024
Q3 		$266K Hold
2,796
– – 0.04% 97
2024
Q2 		$252K Hold
2,796
– – 0.04% 95
2024
Q1 		$250K Hold
2,796
– – 0.04% 94
2023
Q4 		$228K Hold
2,796
– – 0.04% 96
2023
Q3 		$205K Sell
2,796
-27
-1% -$2.05K 0.04% 97
2023
Q2 		$212K Sell
2,823
-29
-1% -$2.08K 0.04% 97
2023
Q1 		$202K Sell
2,852
-27
-0.9% -$1.91K 0.04% 99
2022
Q4 		$196K Sell
2,879
-1
-0% -$68 0.04% 103
2022
Q3 		$180K Sell
2,880
-57
-2% -$3.91K 0.05% 102
2022
Q2 		$191K Buy
2,937
+104
+4% +$7.38K 0.05% 99
2022
Q1 		$218K Sell
2,833
-404
-12% -$30.8K 0.1% 70
2021
Q4 		$259K Hold
3,237
– – 0.07% 84
2021
Q3 		$239K Hold
3,237
– – 0.08% 82
2021
Q2 		$240K Buy
3,237
+26
+0.8% +$1.89K 0.09% 78
2021
Q1 		$223K Buy
3,211
+33
+1% +$2.21K 0.1% 76
2020
Q4 		$200K Buy
3,178
+1,089
+52% +$64.1K 0.09% 77
2020
Q3 		$113K Hold
2,089
– – 0.06% 87
2020
Q2 		$104K Buy
2,089
+376
+22% +$17.6K 0.06% 90
2020
Q1 		$70K Buy
1,713
+39
+2% +$1.97K 0.05% 99
2019
Q4 		$91K Buy
+1,674
New +$87.1K 0.05% 98

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Moisand Fitzgerald Tamayo's AVUS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,631 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #99.

Moisand Fitzgerald Tamayo first reported a position in AVUS in Q4 2019 and has held it in 27 quarters since. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 2,631 shares of Avantis US Equity ETF worth $337K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.03% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #99 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Avantis US Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.