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OneDigital Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

OneDigital Investment 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 		$63.6M Buy
496,521
+9,314
+2% +$1.15M 0.54% 41
2026
Q1 		$54.2M Sell
487,207
-766
-0.2% -$87.7K 0.53% 41
2025
Q4 		$54.5M Sell
487,973
-18,361
-4% -$2.02M 0.53% 38
2025
Q3 		$55M Sell
506,334
-74,204
-13% -$7.79M 0.57% 38
2025
Q2 		$58.5M Sell
580,538
-169,179
-23% -$15.8M 0.65% 36
2025
Q1 		$69.3M Sell
749,717
-22,497
-3% -$2.19M 0.82% 28
2024
Q4 		$74.9M Buy
772,214
+27,611
+4% +$2.71M 0.87% 24
2024
Q3 		$70.8M Buy
744,603
+2,161
+0.3% +$198K 0.81% 27
2024
Q2 		$67M Buy
742,442
+19,886
+3% +$1.76M 0.84% 27
2024
Q1 		$64.7M Buy
722,556
+17,144
+2% +$1.45M 1.02% 22
2023
Q4 		$57.5M Buy
705,412
+33,957
+5% +$2.57M 1.01% 20
2023
Q3 		$49.2M Buy
671,455
+82,491
+14% +$6.27M 1.07% 16
2023
Q2 		$44.3M Buy
588,964
+115,397
+24% +$8.26M 0.98% 24
2023
Q1 		$33.6M Buy
473,567
+315,202
+199% +$22.3M 0.79% 29
2022
Q4 		$10.8M Buy
158,365
+107,968
+214% +$7.38M 0.31% 69
2022
Q3 		$3.14M Buy
50,397
+43,640
+646% +$3M 0.12% 127
2022
Q2 		$439K Buy
6,757
+51
+0.8% +$3.62K 0.02% 456
2022
Q1 		$517K Buy
6,706
+206
+3% +$15.7K 0.02% 436
2021
Q4 		$521K Buy
6,500
+1,500
+30% +$117K 0.02% 437
2021
Q3 		$369K Hold
5,000
– – 0.01% 517
2021
Q2 		$371K Buy
+5,000
New +$364K 0.02% 492

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 $906M AUM 26.92% 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 22.96% 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

OneDigital Investment Advisors's AVUS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Avantis US Equity ETF (AVUS) stake by 1.9% in Q2 2026, buying an estimated $1.15M and bringing the position to 496,521 shares worth $63.6M. The position accounts for 0.54% of the portfolio, ranked #41.

OneDigital Investment Advisors first reported a position in AVUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $74.9M in Q4 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • OneDigital Investment Advisors held 496,521 shares of Avantis US Equity ETF worth $63.6M as of Q2 2026.
  • OneDigital Investment Advisors bought 9,314 Avantis US Equity ETF shares in Q2 2026, an estimated $1.15M.
  • Avantis US Equity ETF made up 0.54% of OneDigital Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • OneDigital Investment Advisors first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's Avantis US Equity ETF position peaked at $74.9M in Q4 2024.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.