Robertson Stephens Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Robertson Stephens Wealth Management’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	$1.41M	Buy	11,037 +29	+0.3%	+$3.57K	0.03%	262
2026 Q1	$1.22M	Buy	11,008 +23	+0.2%	+$2.63K	0.03%	267
2025 Q4	$1.23M	Buy	10,985 +32	+0.3%	+$3.52K	0.03%	264
2025 Q3	$1.19M	Buy	10,953 +27	+0.2%	+$2.83K	0.04%	231
2025 Q2	$1.1M	Buy	10,926 +33	+0.3%	+$3.09K	0.04%	260
2025 Q1	$1.01M	Buy	10,893 +33	+0.3%	+$3.22K	0.03%	270
2024 Q4	$1.05M	Buy	10,860 +37	+0.3%	+$3.63K	0.04%	255
2024 Q3	$1.03M	Buy	10,823 +37	+0.3%	+$3.4K	0.04%	277
2024 Q2	$973K	Sell	10,786 -19,021	-64%	-$1.68M	0.05%	232
2024 Q1	$2.67M	Buy	29,807 +3,130	+12%	+$264K	0.14%	123
2023 Q4	$2.18M	Buy	26,677 +517	+2%	+$39.1K	0.13%	131
2023 Q3	$1.92M	Buy	+26,160	New	+$1.99M	0.13%	145

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

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TIA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

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

Robertson Stephens Wealth Management's AVUS Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.26% in Q2 2026, buying an estimated $3.57K and bringing the position to 11,037 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #262.

Robertson Stephens Wealth Management first reported a position in AVUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q1 2024. 316 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Robertson Stephens Wealth Management held 11,037 shares of Avantis US Equity ETF worth $1.41M as of Q2 2026.
Robertson Stephens Wealth Management bought 29 Avantis US Equity ETF shares in Q2 2026, an estimated $3.57K.
Avantis US Equity ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #262 holding.
Robertson Stephens Wealth Management first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's Avantis US Equity ETF position peaked at $2.67M in Q1 2024.
316 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.