Ramsay Stattman Vela & Price’s Avantis US Equity ETF AVUS Stock Holding History

Ramsay Stattman Vela & Price’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	$316K	Hold	2,466	–	–	0.06%	71
2026 Q1	$274K	Hold	2,466	–	–	0.05%	69
2025 Q4	$276K	Hold	2,466	–	–	0.05%	72
2025 Q3	$268K	Hold	2,466	–	–	0.05%	73
2025 Q2	$249K	Hold	2,466	–	–	0.05%	76
2025 Q1	$228K	Hold	2,466	–	–	0.04%	76
2024 Q4	$239K	Hold	2,466	–	–	0.04%	72
2024 Q3	$235K	Buy	+2,466	New	+$226K	0.04%	72

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

Ramsay Stattman Vela & Price's AVUS Position: Q2 2026 in Review

Ramsay Stattman Vela & Price held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,466 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #71.

Ramsay Stattman Vela & Price first reported a position in AVUS in Q3 2024 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Ramsay Stattman Vela & Price held 2,466 shares of Avantis US Equity ETF worth $316K as of Q2 2026.
Ramsay Stattman Vela & Price left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.06% of Ramsay Stattman Vela & Price's portfolio in Q2 2026, its #71 holding.
Ramsay Stattman Vela & Price first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 8 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q2 2026, filed 4 Aug 2026.