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Seed Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Seed Wealth Management’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 		$2.29M Buy
17,870
+1,645
+10% +$203K 1.45% 16
2026
Q1 		$1.8M Sell
16,225
-85
-0.5% -$9.73K 1.24% 17
2025
Q4 		$1.82M Buy
16,310
+575
+4% +$63.3K 1.26% 17
2025
Q3 		$1.71M Sell
15,735
-20,190
-56% -$2.12M 1.18% 19
2025
Q2 		$3.62M Sell
35,925
-8,270
-19% -$774K 2.7% 7
2025
Q1 		$4.08M Buy
44,195
+2,400
+6% +$234K 3.32% 5
2024
Q4 		$4.05M Buy
41,795
+1,335
+3% +$131K 3.27% 6
2024
Q3 		$3.85M Sell
40,460
-2,760
-6% -$253K 3.08% 5
2024
Q2 		$3.9M Buy
43,220
+690
+2% +$61K 3.4% 5
2024
Q1 		$3.8M Buy
42,530
+360
+0.9% +$30.4K 3.63% 4
2023
Q4 		$3.42M Sell
42,170
-200
-0.5% -$15.1K 3.45% 4
2023
Q3 		$3.1M Buy
42,370
+1,200
+3% +$91.2K 3.49% 4
2023
Q2 		$3.1M Hold
41,170
– – 3.28% 6
2023
Q1 		$2.92M Buy
41,170
+2,360
+6% +$167K 3.31% 7
2022
Q4 		$2.64M Buy
+38,810
New +$2.65M 3.02% 8

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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 22.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Seed Wealth Management's AVUS Position: Q2 2026 in Review

Seed Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 10% in Q2 2026, buying an estimated $203K and bringing the position to 17,870 shares worth $2.29M. The position accounts for 1.45% of the portfolio, ranked #16.

Seed Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.08M in Q1 2025. 351 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Seed Wealth Management held 17,870 shares of Avantis US Equity ETF worth $2.29M as of Q2 2026.
  • Seed Wealth Management bought 1,645 Avantis US Equity ETF shares in Q2 2026, an estimated $203K.
  • Avantis US Equity ETF made up 1.45% of Seed Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Seed Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Seed Wealth Management's Avantis US Equity ETF position peaked at $4.08M in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.