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Plancorp LLC’s Avantis US Equity ETF AVUS Stock Holding History

Plancorp LLC’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 		$67.4M Sell
527,558
-367
-0.1% -$45.2K 1.65% 13
2026
Q1 		$61.3M Buy
527,925
+5,962
+1% +$683K 1.74% 13
2025
Q4 		$58.3M Sell
521,963
-1,647
-0.3% -$181K 1.76% 13
2025
Q3 		$56.9M Sell
523,610
-6,505
-1% -$683K 1.79% 13
2025
Q2 		$53.4M Buy
530,115
+1,706
+0.3% +$160K 1.85% 12
2025
Q1 		$48.8M Buy
528,409
+8,408
+2% +$819K 1.93% 12
2024
Q4 		$50.4M Sell
520,001
-1,348
-0.3% -$132K 2.07% 12
2024
Q3 		$49.6M Buy
521,349
+248
+0% +$22.8K 2.02% 12
2024
Q2 		$47M Sell
521,101
-198
-0% -$17.5K 2.04% 12
2024
Q1 		$46.7M Sell
521,299
-3,294
-0.6% -$278K 2.03% 12
2023
Q4 		$42.8M Buy
524,593
+18,719
+4% +$1.42M 2.05% 12
2023
Q3 		$37.1M Buy
505,874
+4,004
+0.8% +$304K 1.98% 13
2023
Q2 		$37.7M Buy
501,870
+3,826
+0.8% +$274K 2.04% 12
2023
Q1 		$35.3M Sell
498,044
-11,137
-2% -$788K 1.98% 12
2022
Q4 		$34.6M Sell
509,181
-2,985
-0.6% -$204K 2.04% 12
2022
Q3 		$31.9M Sell
512,166
-57,329
-10% -$3.94M 2.13% 11
2022
Q2 		$37M Buy
569,495
+136,897
+32% +$9.71M 2.33% 10
2022
Q1 		$33.4M Buy
432,598
+423
+0.1% +$32.2K 2.17% 10
2021
Q4 		$34.6M Buy
432,175
+6,546
+2% +$513K 2.2% 10
2021
Q3 		$31.4M Buy
425,629
+462
+0.1% +$34.8K 2.17% 10
2021
Q2 		$31.6M Buy
425,167
+24,774
+6% +$1.8M 2.48% 7
2021
Q1 		$27.8M Buy
400,393
+726
+0.2% +$48.6K 6.12% 3
2020
Q4 		$25.2M Buy
399,667
+8,422
+2% +$495K 6.2% 3
2020
Q3 		$21.2M Buy
391,245
+4,174
+1% +$223K 6.42% 3
2020
Q2 		$19.3M Buy
387,071
+22,687
+6% +$1.06M 5.82% 4
2020
Q1 		$14.9M Buy
364,384
+205,715
+130% +$10.4M 5.77% 4
2019
Q4 		$8.63M Buy
+158,669
New +$8.26M 2.64% 8

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

Plancorp LLC's AVUS Position: Q2 2026 in Review

Plancorp LLC reduced its Avantis US Equity ETF (AVUS) stake by 0.07% in Q2 2026, selling an estimated $45.2K and leaving 527,558 shares worth $67.4M. The position accounts for 1.65% of the portfolio, ranked #13.

Plancorp LLC first reported a position in AVUS in Q4 2019 and has held it in 27 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Plancorp LLC held 527,558 shares of Avantis US Equity ETF worth $67.4M as of Q2 2026.
  • Plancorp LLC sold 367 Avantis US Equity ETF shares in Q2 2026, an estimated $45.2K.
  • Avantis US Equity ETF made up 1.65% of Plancorp LLC's portfolio in Q2 2026, its #13 holding.
  • Plancorp LLC first reported a position in Avantis US Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.