Sax Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Sax Wealth Advisors’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	$13M	Sell	117,054 -4,571	-4%	-$563K	0.53%	33
2026 Q1	$13.6M	Sell	121,625 -82	-0.1%	-$9.39K	0.66%	25
2025 Q4	$13.6M	Sell	121,707 -2,687	-2%	-$296K	0.64%	26
2025 Q3	$13.5M	Sell	124,394 -15,170	-11%	-$1.59M	0.73%	27
2025 Q2	$14.1M	Sell	139,564 -11,793	-8%	-$1.1M	0.85%	26
2025 Q1	$14M	Buy	151,357 +5,739	+4%	+$559K	1%	20
2024 Q4	$14.1M	Buy	+145,618	New	+$14.3M	1.1%	19
2024 Q3	–	Sell	-158,987	Closed	-$14.3M	–	299
2024 Q2	$14.3M	Buy	+158,987	New	+$14M	1.37%	17
2024 Q1	–	Sell	-214,672	Closed	-$17.5M	–	201
2023 Q4	$17.5M	Sell	214,672 -12,400	-5%	-$938K	2.86%	10
2023 Q3	$16.6M	Buy	227,072 +13,491	+6%	+$1.02M	3.28%	7
2023 Q2	$16.1M	Buy	213,581 +13,599	+7%	+$973K	3.2%	7
2023 Q1	$14.2M	Buy	199,982 +15,155	+8%	+$1.07M	3.08%	8
2022 Q4	$12.6M	Buy	184,827 +50,628	+38%	+$3.46M	2.9%	8
2022 Q3	$8.37M	Buy	134,199 +60,725	+83%	+$4.17M	2.15%	12
2022 Q2	$4.78M	Buy	73,474 +32,856	+81%	+$2.33M	1.22%	20
2022 Q1	$3.13M	Buy	40,618 +20,549	+102%	+$1.57M	0.76%	26
2021 Q4	$1.61M	Buy	20,069 +2,411	+14%	+$189K	0.34%	50
2021 Q3	$1.3M	Buy	17,658 +10,074	+133%	+$758K	0.31%	52
2021 Q2	$563K	Buy	+7,584	New	+$552K	0.19%	93

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Sax Wealth Advisors's AVUS Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 3.8% in Q2 2026, selling an estimated $563K and leaving 117,054 shares worth $13M. The position accounts for 0.53% of the portfolio, ranked #33.

Sax Wealth Advisors first reported a position in AVUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2023. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Sax Wealth Advisors held 117,054 shares of Avantis US Equity ETF worth $13M as of Q2 2026.
Sax Wealth Advisors sold 4,571 Avantis US Equity ETF shares in Q2 2026, an estimated $563K.
Avantis US Equity ETF made up 0.53% of Sax Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Sax Wealth Advisors first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 19 quarters since.
Sax Wealth Advisors's Avantis US Equity ETF position peaked at $17.5M in Q4 2023.
113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.