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

Porter White 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	$1.52M	Hold	11,888	–	–	0.59%	21
2026 Q1	$1.32M	Hold	11,888	–	–	0.53%	20
2025 Q4	$1.33M	Hold	11,888	–	–	0.54%	20
2025 Q3	$1.29M	Hold	11,888	–	–	0.55%	19
2025 Q2	$1.2M	Hold	11,888	–	–	0.56%	19
2025 Q1	$1.1M	Hold	11,888	–	–	0.54%	21
2024 Q4	$1.15M	Hold	11,888	–	–	0.58%	18
2024 Q3	$1.13M	Hold	11,888	–	–	0.57%	17
2024 Q2	$1.07M	Hold	11,888	–	–	0.57%	17
2024 Q1	$1.06M	Hold	11,888	–	–	0.57%	18
2023 Q4	$969K	Hold	11,888	–	–	0.6%	18
2023 Q3	$871K	Hold	11,888	–	–	0.67%	14
2023 Q2	$894K	Buy	11,888 +4,596	+63%	+$329K	0.71%	13
2023 Q1	$517K	Buy	+7,292	New	+$516K	0.44%	15

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Porter White Investment Advisors's AVUS Position: Q2 2026 in Review

Porter White Investment Advisors held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 11,888 shares worth $1.52M. The position accounts for 0.59% of the portfolio, ranked #21.

Porter White Investment Advisors first reported a position in AVUS in Q1 2023 and has held it in 14 quarters since. 375 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Porter White Investment Advisors held 11,888 shares of Avantis US Equity ETF worth $1.52M as of Q2 2026.
Porter White Investment Advisors left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.59% of Porter White Investment Advisors's portfolio in Q2 2026, its #21 holding.
Porter White Investment Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 14 quarters since.
375 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.