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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
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

AF
Align Financial Hermantown, Minnesota $202M AUM
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

SageView Advisory Group's AVUS Position: Q4 2025 in Review

SageView Advisory Group reduced its Avantis US Equity ETF (AVUS) stake by 0.18% in Q4 2025, selling an estimated $6.06K and leaving 30,024 shares worth $3.36M. The position accounts for 0.11% of the portfolio, ranked #107.

SageView Advisory Group first reported a position in AVUS in Q4 2022 and has held it in 13 quarters since. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • SageView Advisory Group held 30,024 shares of Avantis US Equity ETF worth $3.36M as of Q4 2025.
  • SageView Advisory Group sold 55 Avantis US Equity ETF shares in Q4 2025, an estimated $6.06K.
  • Avantis US Equity ETF made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #107 holding.
  • SageView Advisory Group first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • 520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.