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

Rockwood 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 		$77.6M Sell
605,983
-8,507
-1% -$1.05M 4.9% 5
2026
Q1 		$68.3M Buy
614,490
+38,641
+7% +$4.42M 4.89% 6
2025
Q4 		$64.4M Sell
575,849
-7,047
-1% -$776K 4.8% 6
2025
Q3 		$63.4M Sell
582,896
-12,805
-2% -$1.34M 5.06% 5
2025
Q2 		$60.1M Buy
595,701
+207,957
+54% +$19.5M 5.28% 5
2025
Q1 		$35.8M Buy
387,744
+25,763
+7% +$2.51M 3.65% 7
2024
Q4 		$35.1M Sell
361,981
-11,896
-3% -$1.17M 3.79% 6
2024
Q3 		$35.6M Sell
373,877
-6,437
-2% -$591K 3.91% 6
2024
Q2 		$34.3M Sell
380,314
-15,793
-4% -$1.4M 4.18% 4
2024
Q1 		$35.5M Sell
396,107
-1,504
-0.4% -$127K 4.58% 4
2023
Q4 		$32.4M Buy
397,611
+48,270
+14% +$3.65M 4.75% 5
2023
Q3 		$25.6M Sell
349,341
-32,675
-9% -$2.48M 4.29% 5
2023
Q2 		$28.7M Buy
382,016
+6,971
+2% +$499K 4.93% 4
2023
Q1 		$26.6M Sell
375,045
-15,424
-4% -$1.09M 5.25% 4
2022
Q4 		$26.6M Buy
390,469
+29,411
+8% +$2.01M 6.2% 3
2022
Q3 		$22.5M Buy
361,058
+197,855
+121% +$13.6M 7.2% 3
2022
Q2 		$10.6M Buy
163,203
+132,006
+423% +$9.37M 4.97% 3
2022
Q1 		$2.41M Buy
31,197
+26,187
+523% +$1.99M 1.15% 6
2021
Q4 		$402K Buy
+5,010
New +$392K 0.18% 67

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

Rockwood Wealth Management's AVUS Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 1.4% in Q2 2026, selling an estimated $1.05M and leaving 605,983 shares worth $77.6M. The position accounts for 4.9% of the portfolio, ranked #5.

Rockwood Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Rockwood Wealth Management held 605,983 shares of Avantis US Equity ETF worth $77.6M as of Q2 2026.
  • Rockwood Wealth Management sold 8,507 Avantis US Equity ETF shares in Q2 2026, an estimated $1.05M.
  • Avantis US Equity ETF made up 4.9% of Rockwood Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Rockwood Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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