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

Tanager 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 Q3	$21.6M	Sell	168,636 -6,406	-4%	-$828K	1.8%	17
2026 Q2	$22.4M	Sell	175,042 -3,608	-2%	-$444K	1.95%	16
2026 Q1	$19.9M	Sell	178,650 -2,648	-1%	-$303K	1.92%	16
2025 Q4	$20.3M	Sell	181,298 -11,716	-6%	-$1.29M	2.02%	15
2025 Q3	$21M	Sell	193,014 -8,352	-4%	-$876K	2.2%	14
2025 Q2	$20.3M	Sell	201,366 -31,434	-14%	-$2.94M	2.39%	11
2025 Q1	$21.5M	Sell	232,800 -183,448	-44%	-$17.9M	2.8%	11
2024 Q4	$40.3M	Buy	416,248 +180,271	+76%	+$17.7M	5.24%	6
2024 Q3	$22.5M	Buy	235,977 +22,220	+10%	+$2.04M	3.02%	10
2024 Q2	$19.3M	Buy	213,757 +44,391	+26%	+$3.92M	2.87%	11
2024 Q1	$15.2M	Buy	169,366 +56,220	+50%	+$4.75M	2.45%	14
2023 Q4	$9.23M	Buy	+113,146	New	+$8.56M	1.68%	18

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tanager Wealth Management's AVUS Position: Q3 2026 in Review

Tanager Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 3.7% in Q3 2026, selling an estimated $828K and leaving 168,636 shares worth $21.6M. The position accounts for 1.8% of the portfolio, ranked #17.

Tanager Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $40.3M in Q4 2024. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Tanager Wealth Management held 168,636 shares of Avantis US Equity ETF worth $21.6M as of Q3 2026.
Tanager Wealth Management sold 6,406 Avantis US Equity ETF shares in Q3 2026, an estimated $828K.
Avantis US Equity ETF made up 1.8% of Tanager Wealth Management's portfolio in Q3 2026, its #17 holding.
Tanager Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
Tanager Wealth Management's Avantis US Equity ETF position peaked at $40.3M in Q4 2024.
194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.