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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

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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. 146 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.
  • 146 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.