RVW Wealth
AVUS icon

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
Q3 		$117M Buy
910,991
+84,497
+10% +$10.9M 7.49% 2
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 		$100M 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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

RVW Wealth's AVUS Position: Q3 2026 in Review

RVW Wealth increased its Avantis US Equity ETF (AVUS) stake by 10% in Q3 2026, buying an estimated $10.9M and bringing the position to 910,991 shares worth $117M. The position accounts for 7.49% of the portfolio, ranked #2.

RVW Wealth first reported a position in AVUS in Q1 2020 and has held it in 27 quarters since. 107 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • RVW Wealth held 910,991 shares of Avantis US Equity ETF worth $117M as of Q3 2026.
  • RVW Wealth bought 84,497 Avantis US Equity ETF shares in Q3 2026, an estimated $10.9M.
  • Avantis US Equity ETF made up 7.49% of RVW Wealth's portfolio in Q3 2026, its #2 holding.
  • RVW Wealth first reported a position in Avantis US Equity ETF in Q1 2020 and has held it in 27 quarters since.
  • 107 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.