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 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 $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Ruedi Wealth Management's AVUS Position: Q1 2026 in Review

Ruedi Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.11% in Q1 2026, buying an estimated $4.35K and bringing the position to 35,610 shares worth $3.96M. The position accounts for 1.02% of the portfolio, ranked #20.

Ruedi Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.98M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Ruedi Wealth Management held 35,610 shares of Avantis US Equity ETF worth $3.96M as of Q1 2026.
Ruedi Wealth Management bought 38 Avantis US Equity ETF shares in Q1 2026, an estimated $4.35K.
Avantis US Equity ETF made up 1.02% of Ruedi Wealth Management's portfolio in Q1 2026, its #20 holding.
Ruedi Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Avantis US Equity ETF position peaked at $3.98M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.