SAG
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SageView Advisory Group’s Avantis US Equity ETF AVUS Stock Holding History

SageView Advisory Group’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 		$3.93M Sell
30,681
-28
-0.1% -$3.45K 0.13% 104
2026
Q1 		$3.41M Buy
30,709
+685
+2% +$78.4K 0.12% 94
2025
Q4 		$3.36M Sell
30,024
-55
-0.2% -$6.06K 0.11% 107
2025
Q3 		$3.27M Sell
30,079
-109
-0.4% -$11.4K 0.11% 115
2025
Q2 		$3.14M Sell
30,188
-230
-0.8% -$21.5K 0.12% 102
2025
Q1 		$2.81M Buy
30,418
+242
+0.8% +$23.6K 0.12% 96
2024
Q4 		$2.93M Buy
30,176
+1,243
+4% +$122K 0.13% 95
2024
Q3 		$2.75M Buy
28,933
+133
+0.5% +$12.2K 0.14% 90
2024
Q2 		$2.6M Sell
28,800
-695
-2% -$61.4K 0.12% 105
2024
Q1 		$2.64M Sell
29,495
-39
-0.1% -$3.29K 0.13% 91
2023
Q4 		$2.46M Sell
29,534
-658
-2% -$49.8K 0.11% 118
2023
Q3 		$2.21M Buy
30,192
+116
+0.4% +$8.81K 0.13% 103
2023
Q2 		$2.26M Sell
30,076
-1,707
-5% -$122K 0.13% 107
2023
Q1 		$2.25M Sell
31,783
-297
-0.9% -$21K 0.14% 104
2022
Q4 		$2.18M Buy
+32,080
New +$2.19M 0.18% 94

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

SageView Advisory Group's AVUS Position: Q2 2026 in Review

SageView Advisory Group reduced its Avantis US Equity ETF (AVUS) stake by 0.09% in Q2 2026, selling an estimated $3.45K and leaving 30,681 shares worth $3.93M. The position accounts for 0.13% of the portfolio, ranked #104.

SageView Advisory Group first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • SageView Advisory Group held 30,681 shares of Avantis US Equity ETF worth $3.93M as of Q2 2026.
  • SageView Advisory Group sold 28 Avantis US Equity ETF shares in Q2 2026, an estimated $3.45K.
  • Avantis US Equity ETF made up 0.13% of SageView Advisory Group's portfolio in Q2 2026, its #104 holding.
  • SageView Advisory Group first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.