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SC&H Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

SC&H Financial 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 		$82.4M Buy
643,544
+7,752
+1% +$955K 10.93% 2
2026
Q1 		$70.7M Buy
635,792
+7,994
+1% +$915K 10.66% 2
2025
Q4 		$70.2M Sell
627,798
-10,135
-2% -$1.12M 10.86% 2
2025
Q3 		$69.3M Sell
637,933
-37,551
-6% -$3.94M 11.31% 2
2025
Q2 		$68.1M Buy
675,484
+37,908
+6% +$3.55M 11.63% 2
2025
Q1 		$58.9M Buy
637,576
+20,307
+3% +$1.98M 11.59% 2
2024
Q4 		$59.8M Buy
617,269
+30,140
+5% +$2.96M 12.36% 2
2024
Q3 		$55.9M Buy
587,129
+36,209
+7% +$3.33M 12.21% 2
2024
Q2 		$49.7M Buy
550,920
+44,023
+9% +$3.89M 12.18% 2
2024
Q1 		$45.4M Buy
506,897
+34,433
+7% +$2.91M 11.81% 2
2023
Q4 		$38.5M Buy
472,464
+29,274
+7% +$2.22M 11.11% 2
2023
Q3 		$32.5M Buy
443,190
+33,445
+8% +$2.54M 10.8% 2
2023
Q2 		$30.8M Buy
409,745
+45,618
+13% +$3.26M 10.18% 2
2023
Q1 		$25.8M Buy
364,127
+73,402
+25% +$5.2M 9.41% 2
2022
Q4 		$19.8M Buy
290,725
+5,785
+2% +$395K 8.19% 2
2022
Q3 		$17.8M Buy
284,940
+21,882
+8% +$1.5M 8.88% 2
2022
Q2 		$17.1M Buy
263,058
+97,718
+59% +$6.93M 7.98% 2
2022
Q1 		$12.7M Buy
165,340
+66,670
+68% +$5.08M 6.06% 2
2021
Q4 		$7.91M Buy
+98,670
New +$7.73M 4.37% 4

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

SC&H Financial Advisors's AVUS Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 1.2% in Q2 2026, buying an estimated $955K and bringing the position to 643,544 shares worth $82.4M. The position accounts for 10.93% of the portfolio, ranked #2.

SC&H Financial Advisors first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • SC&H Financial Advisors held 643,544 shares of Avantis US Equity ETF worth $82.4M as of Q2 2026.
  • SC&H Financial Advisors bought 7,752 Avantis US Equity ETF shares in Q2 2026, an estimated $955K.
  • Avantis US Equity ETF made up 10.93% of SC&H Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • SC&H Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.