Prosperity Planning’s Avantis US Equity ETF AVUS Stock Holding History

Prosperity Planning’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	$7.31M	Buy	57,080 +1,242	+2%	+$153K	1.68%	18
2026 Q1	$6.21M	Buy	55,838 +4,258	+8%	+$488K	1.57%	18
2025 Q4	$5.77M	Buy	51,580 +3,231	+7%	+$356K	1.51%	18
2025 Q3	$5.26M	Buy	48,349 +2,888	+6%	+$303K	1.42%	21
2025 Q2	$4.58M	Buy	45,461 +3,734	+9%	+$350K	1.32%	21
2025 Q1	$3.85M	Buy	41,727 +962	+2%	+$93.7K	1.21%	21
2024 Q4	$3.95M	Buy	40,765 +500	+1%	+$49.1K	1.27%	21
2024 Q3	$3.83M	Buy	40,265 +6,382	+19%	+$586K	1.21%	21
2024 Q2	$3.06M	Buy	33,883 +1,911	+6%	+$169K	1.04%	23
2024 Q1	$2.86M	Buy	31,972 +4	+0%	+$338	0.99%	26
2023 Q4	$2.61M	Buy	31,968 +382	+1%	+$28.9K	0.98%	26
2023 Q3	$2.31M	Buy	31,586 +597	+2%	+$45.4K	0.97%	27
2023 Q2	$2.33M	Buy	30,989 +2,060	+7%	+$147K	0.96%	27
2023 Q1	$2.05M	Buy	28,929 +1,174	+4%	+$83.1K	0.89%	28
2022 Q4	$1.53M	Hold	27,755	–	–	0.76%	30
2022 Q3	$1.73M	Buy	27,755 +12,754	+85%	+$876K	0.9%	28
2022 Q2	$1.59M	Hold	15,001	–	–	0.81%	29
2022 Q1	$1.24M	Hold	15,001	–	–	0.61%	34
2021 Q4	$1.2M	Buy	15,001 +3,393	+29%	+$266K	0.61%	34
2021 Q3	$856K	Buy	11,608 +1,336	+13%	+$101K	0.47%	40
2021 Q2	$762K	Buy	10,272 +1,909	+23%	+$139K	0.47%	42
2021 Q1	$580K	Buy	8,363 +685	+9%	+$45.8K	0.41%	44
2020 Q4	$484K	Buy	+7,678	New	+$452K	0.41%	43

Other funds holding AVUS

ORL

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

AAS

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Prosperity Planning's AVUS Position: Q2 2026 in Review

Prosperity Planning increased its Avantis US Equity ETF (AVUS) stake by 2.2% in Q2 2026, buying an estimated $153K and bringing the position to 57,080 shares worth $7.31M. The position accounts for 1.68% of the portfolio, ranked #18.

Prosperity Planning first reported a position in AVUS in Q4 2020 and has held it in 23 quarters since. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Prosperity Planning held 57,080 shares of Avantis US Equity ETF worth $7.31M as of Q2 2026.
Prosperity Planning bought 1,242 Avantis US Equity ETF shares in Q2 2026, an estimated $153K.
Avantis US Equity ETF made up 1.68% of Prosperity Planning's portfolio in Q2 2026, its #18 holding.
Prosperity Planning first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 23 quarters since.
113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.