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Sage Rhino Capital’s Avantis US Equity ETF AVUS Stock Holding History

Sage Rhino Capital’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 		$8.21M Sell
73,804
-5,089
-6% -$583K 1.53% 18
2025
Q4 		$8.82M Sell
78,893
-2,460
-3% -$271K 1.66% 16
2025
Q3 		$8.84M Sell
81,353
-2,268
-3% -$238K 1.71% 16
2025
Q2 		$8.43M Sell
83,621
-19,278
-19% -$1.81M 1.78% 13
2025
Q1 		$9.51M Buy
102,899
+3,482
+4% +$339K 2.2% 11
2024
Q4 		$9.64M Sell
99,417
-3,045
-3% -$299K 2.1% 13
2024
Q3 		$9.75M Sell
102,462
-895
-0.9% -$82.2K 2.16% 11
2024
Q2 		$9.32M Sell
103,357
-2,212
-2% -$195K 2.23% 11
2024
Q1 		$9.45M Sell
105,569
-2,238
-2% -$189K 2.23% 11
2023
Q4 		$8.79M Sell
107,807
-2,815
-3% -$213K 2.26% 11
2023
Q3 		$8.1M Sell
110,622
-1,070
-1% -$81.3K 2.28% 11
2023
Q2 		$8.4M Sell
111,692
-1,008
-0.9% -$72.1K 2.34% 10
2023
Q1 		$7.99M Buy
112,700
+2,616
+2% +$185K 2.33% 10
2022
Q4 		$7.49M Buy
110,084
+2,473
+2% +$169K 2.38% 10
2022
Q3 		$6.71M Sell
107,611
-2,831
-3% -$194K 2.7% 10
2022
Q2 		$7.18M Sell
110,442
-2,050
-2% -$145K 2.75% 9
2022
Q1 		$8.67M Buy
112,492
+3,086
+3% +$235K 2.63% 10
2021
Q4 		$8.77M Buy
109,406
+1,392
+1% +$109K 2.46% 10
2021
Q3 		$7.96M Sell
108,014
-6,299
-6% -$474K 2.42% 11
2021
Q2 		$8.48M Buy
114,313
+2,486
+2% +$181K 2.51% 11
2021
Q1 		$7.76M Buy
111,827
+1,351
+1% +$90.4K 2.55% 10
2020
Q4 		$6.96M Buy
110,476
+781
+0.7% +$45.9K 2.75% 10
2020
Q3 		$5.93M Buy
109,695
+4,306
+4% +$230K 2.87% 10
2020
Q2 		$5.26M Buy
+105,389
New +$4.94M 2.78% 10

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Sage Rhino Capital's AVUS Position: Q1 2026 in Review

Sage Rhino Capital reduced its Avantis US Equity ETF (AVUS) stake by 6.5% in Q1 2026, selling an estimated $583K and leaving 73,804 shares worth $8.21M. The position accounts for 1.53% of the portfolio, ranked #18.

Sage Rhino Capital first reported a position in AVUS in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.75M in Q3 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Sage Rhino Capital held 73,804 shares of Avantis US Equity ETF worth $8.21M as of Q1 2026.
  • Sage Rhino Capital sold 5,089 Avantis US Equity ETF shares in Q1 2026, an estimated $583K.
  • Avantis US Equity ETF made up 1.53% of Sage Rhino Capital's portfolio in Q1 2026, its #18 holding.
  • Sage Rhino Capital first reported a position in Avantis US Equity ETF in Q2 2020 and has held it in 24 quarters since.
  • Sage Rhino Capital's Avantis US Equity ETF position peaked at $9.75M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.