RW
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RVW Wealth’s Avantis US Equity ETF AVUS Stock Holding History

RVW Wealth’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 		$106M Buy
826,494
+23,940
+3% +$2.95M 6.97% 2
2026
Q1 		$89.2M Sell
802,554
-19,294
-2% -$2.21M 6.95% 2
2025
Q4 		$91.9M Sell
821,848
-5,243
-0.6% -$577K 7.02% 2
2025
Q3 		$89.9M Sell
827,091
-4,614
-0.6% -$484K 7.02% 2
2025
Q2 		$83.9M Sell
831,705
-60,557
-7% -$5.67M 7.12% 2
2025
Q1 		$82.4M Sell
892,262
-144,816
-14% -$14.1M 7.76% 2
2024
Q4 		$101M Sell
1,037,078
-24,402
-2% -$2.4M 9.38% 1
2024
Q3 		$101M Sell
1,061,480
-22,017
-2% -$2.02M 9.38% 1
2024
Q2 		$97.7M Sell
1,083,497
-29,438
-3% -$2.6M 9.75% 1
2024
Q1 		$99.6M Sell
1,112,935
-13,878
-1% -$1.17M 10.24% 1
2023
Q4 		$91.9M Buy
1,126,813
+12,062
+1% +$913K 10.1% 1
2023
Q3 		$81.7M Buy
1,114,751
+14,212
+1% +$1.08M 9.84% 1
2023
Q2 		$82.7M Buy
1,100,539
+30,782
+3% +$2.2M 9.77% 1
2023
Q1 		$75.8M Buy
1,069,757
+4,414
+0.4% +$312K 9.4% 1
2022
Q4 		$72.5M Buy
1,065,343
+348,820
+49% +$23.8M 9.23% 1
2022
Q3 		$44.7M Sell
716,523
-60,447
-8% -$4.15M 6.27% 1
2022
Q2 		$50.5M Buy
776,970
+230,872
+42% +$16.4M 6.77% 1
2022
Q1 		$42.1M Buy
546,098
+28,906
+6% +$2.2M 4.86% 2
2021
Q4 		$41.5M Buy
517,192
+38,230
+8% +$2.99M 4.63% 2
2021
Q3 		$35M Buy
478,962
+23,404
+5% +$1.76M 4.21% 3
2021
Q2 		$34M Buy
455,558
+11,427
+3% +$832K 4.25% 3
2021
Q1 		$31M Buy
444,131
+40,020
+10% +$2.68M 4.05% 2
2020
Q4 		$25M Buy
404,111
+15,397
+4% +$906K 3.67% 5
2020
Q3 		$21M Buy
388,714
+4,397
+1% +$235K 3.55% 6
2020
Q2 		$19.2M Sell
384,317
-132,981
-26% -$6.23M 3.51% 6
2020
Q1 		$21.2M Buy
+517,298
New +$26.1M 4.94% 2

Other funds holding AVUS

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

RVW Wealth's AVUS Position: Q2 2026 in Review

RVW Wealth increased its Avantis US Equity ETF (AVUS) stake by 3% in Q2 2026, buying an estimated $2.95M and bringing the position to 826,494 shares worth $106M. The position accounts for 6.97% of the portfolio, ranked #2.

RVW Wealth first reported a position in AVUS in Q1 2020 and has held it in 26 quarters since. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • RVW Wealth held 826,494 shares of Avantis US Equity ETF worth $106M as of Q2 2026.
  • RVW Wealth bought 23,940 Avantis US Equity ETF shares in Q2 2026, an estimated $2.95M.
  • Avantis US Equity ETF made up 6.97% of RVW Wealth's portfolio in Q2 2026, its #2 holding.
  • RVW Wealth first reported a position in Avantis US Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.