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 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Tanager Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 2% in Q2 2026, selling an estimated $444K and leaving 175,042 shares worth $22.4M. The position accounts for 1.95% of the portfolio, ranked #16.

Tanager Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.3M in Q4 2024. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Tanager Wealth Management held 175,042 shares of Avantis US Equity ETF worth $22.4M as of Q2 2026.
Tanager Wealth Management sold 3,608 Avantis US Equity ETF shares in Q2 2026, an estimated $444K.
Avantis US Equity ETF made up 1.95% of Tanager Wealth Management's portfolio in Q2 2026, its #16 holding.
Tanager Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Tanager Wealth Management's Avantis US Equity ETF position peaked at $40.3M in Q4 2024.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.