Monument Group Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Monument Group Wealth Advisors’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 Q1	$812K	Hold	7,305	–	–	0.45%	13
2025 Q4	$817K	Sell	7,305 -481	-6%	-$53K	0.45%	13
2025 Q3	$846K	Hold	7,786	–	–	0.5%	13
2025 Q2	$785K	Hold	7,786	–	–	0.49%	14
2025 Q1	$719K	Hold	7,786	–	–	0.5%	15
2024 Q4	$755K	Hold	7,786	–	–	0.53%	14
2024 Q3	$741K	Hold	7,786	–	–	0.45%	16
2024 Q2	$702K	Hold	7,786	–	–	0.47%	17
2024 Q1	$697K	Sell	7,786 -274	-3%	-$23.1K	0.52%	16
2023 Q4	$657K	Buy	+8,060	New	+$610K	0.56%	14

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Monument Group Wealth Advisors's AVUS Position: Q1 2026 in Review

Monument Group Wealth Advisors held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 7,305 shares worth $812K. The position accounts for 0.45% of the portfolio, ranked #13.

Monument Group Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $846K in Q3 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Monument Group Wealth Advisors held 7,305 shares of Avantis US Equity ETF worth $812K as of Q1 2026.
Monument Group Wealth Advisors left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.45% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Monument Group Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Avantis US Equity ETF position peaked at $846K in Q3 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.