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Signet Financial Management’s Avantis US Equity ETF AVUS Stock Holding History

Signet Financial 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
Q1 		$325K Sell
2,920
-1,567
-35% -$179K 0.04% 241
2025
Q4 		$502K Sell
4,487
-670
-13% -$73.8K 0.06% 208
2025
Q3 		$561K Sell
5,157
-1,700
-25% -$178K 0.07% 199
2025
Q2 		$691K Sell
6,857
-1,862
-21% -$174K 0.09% 175
2025
Q1 		$805K Sell
8,719
-1,072
-11% -$104K 0.11% 171
2024
Q4 		$949K Buy
9,791
+3
+0% +$295 0.12% 146
2024
Q3 		$931K Buy
9,788
+1
+0% +$92 0.12% 147
2024
Q2 		$883K Buy
9,787
+312
+3% +$27.6K 0.12% 150
2024
Q1 		$848K Buy
9,475
+933
+11% +$78.8K 0.12% 159
2023
Q4 		$697K Buy
8,542
+781
+10% +$59.1K 0.1% 169
2023
Q3 		$569K Sell
7,761
-145
-2% -$11K 0.09% 172
2023
Q2 		$594K Buy
7,906
+319
+4% +$22.8K 0.09% 177
2023
Q1 		$538K Sell
7,587
-107
-1% -$7.57K 0.09% 183
2022
Q4 		$523K Buy
+7,694
New +$526K 0.09% 182
2022
Q1 		– Sell
-140
Closed -$11K – 335
2021
Q4 		$11K Buy
+140
New +$11K ﹤0.01% 1018

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Signet Financial Management's AVUS Position: Q1 2026 in Review

Signet Financial Management reduced its Avantis US Equity ETF (AVUS) stake by 35% in Q1 2026, selling an estimated $179K and leaving 2,920 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #241.

Signet Financial Management first reported a position in AVUS in Q4 2021 and has held it in 15 quarters since. The position peaked at $949K in Q4 2024. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Signet Financial Management held 2,920 shares of Avantis US Equity ETF worth $325K as of Q1 2026.
  • Signet Financial Management sold 1,567 Avantis US Equity ETF shares in Q1 2026, an estimated $179K.
  • Avantis US Equity ETF made up 0.04% of Signet Financial Management's portfolio in Q1 2026, its #241 holding.
  • Signet Financial Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • Signet Financial Management's Avantis US Equity ETF position peaked at $949K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.