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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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Tanager Wealth Management's AVUS Position: Q1 2026 in Review

Tanager Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 1.5% in Q1 2026, selling an estimated $303K and leaving 178,650 shares worth $19.9M. The position accounts for 1.92% of the portfolio, ranked #16.

Tanager Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.3M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Tanager Wealth Management held 178,650 shares of Avantis US Equity ETF worth $19.9M as of Q1 2026.
  • Tanager Wealth Management sold 2,648 Avantis US Equity ETF shares in Q1 2026, an estimated $303K.
  • Avantis US Equity ETF made up 1.92% of Tanager Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Tanager Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Tanager Wealth Management's Avantis US Equity ETF position peaked at $40.3M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.