NewEdge Advisors’s Avantis US Equity ETF AVUS Stock Holding History

NewEdge 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 Q2	$3.24M	Buy	25,333 +81	+0.3%	+$9.98K	0.01%	966
2026 Q1	$2.81M	Sell	25,252 -45,579	-64%	-$5.22M	0.01%	929
2025 Q4	$7.92M	Sell	70,831 -3,700	-5%	-$408K	0.03%	510
2025 Q3	$8.1M	Sell	74,531 -4,767	-6%	-$500K	0.04%	458
2025 Q2	$7.99M	Sell	79,298 -6,844	-8%	-$641K	0.04%	422
2025 Q1	$7.96M	Buy	86,142 +36,715	+74%	+$3.58M	0.05%	372
2024 Q4	$4.79M	Buy	49,427 +7,685	+18%	+$755K	0.03%	513
2024 Q3	$3.97M	Buy	41,742 +23,148	+124%	+$2.13M	0.03%	555
2024 Q2	$1.68M	Buy	18,594 +4,372	+31%	+$386K	0.01%	834
2024 Q1	$1.27M	Buy	14,222 +3,721	+35%	+$314K	0.01%	875
2023 Q4	$858K	Buy	+10,501	New	+$795K	0.01%	1012

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

NewEdge Advisors's AVUS Position: Q2 2026 in Review

NewEdge Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.32% in Q2 2026, buying an estimated $9.98K and bringing the position to 25,333 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #966.

NewEdge Advisors first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.1M in Q3 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

NewEdge Advisors held 25,333 shares of Avantis US Equity ETF worth $3.24M as of Q2 2026.
NewEdge Advisors bought 81 Avantis US Equity ETF shares in Q2 2026, an estimated $9.98K.
Avantis US Equity ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #966 holding.
NewEdge Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Advisors's Avantis US Equity ETF position peaked at $8.1M in Q3 2025.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.