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

Ruedi 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 		$4.53M Sell
35,389
-221
-0.6% -$27.2K 1.06% 16
2026
Q1 		$3.96M Buy
35,610
+38
+0.1% +$4.35K 1.02% 20
2025
Q4 		$3.98M Sell
35,572
-414
-1% -$45.6K 1.04% 19
2025
Q3 		$3.91M Buy
35,986
+380
+1% +$39.9K 1.1% 19
2025
Q2 		$3.59M Buy
35,606
+22,553
+173% +$2.11M 1.06% 19
2025
Q1 		$1.21M Sell
13,053
-3,388
-21% -$330K 0.38% 23
2024
Q4 		$1.59M Sell
16,441
-70
-0.4% -$6.87K 0.5% 21
2024
Q3 		$1.57M Sell
16,511
-6,861
-29% -$630K 0.54% 21
2024
Q2 		$2.11M Sell
23,372
-3,728
-14% -$329K 0.83% 19
2024
Q1 		$2.43M Sell
27,100
-3,515
-11% -$297K 1.02% 17
2023
Q4 		$2.5M Sell
30,615
-1,075
-3% -$81.4K 1.18% 16
2023
Q3 		$2.32M Sell
31,690
-1,458
-4% -$111K 1.33% 15
2023
Q2 		$2.49M Buy
33,148
+6,476
+24% +$463K 1.47% 15
2023
Q1 		$1.89M Buy
26,672
+262
+1% +$18.5K 1.21% 15
2022
Q4 		$1.8M Buy
+26,410
New +$1.8M 1.27% 15

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

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

Ruedi Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 0.62% in Q2 2026, selling an estimated $27.2K and leaving 35,389 shares worth $4.53M. The position accounts for 1.06% of the portfolio, ranked #16.

Ruedi Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Ruedi Wealth Management held 35,389 shares of Avantis US Equity ETF worth $4.53M as of Q2 2026.
  • Ruedi Wealth Management sold 221 Avantis US Equity ETF shares in Q2 2026, an estimated $27.2K.
  • Avantis US Equity ETF made up 1.06% of Ruedi Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Ruedi Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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