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TandemGrowth Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

TandemGrowth Financial Advisors’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 		$31.6M Buy
246,572
+5,739
+2% +$707K 25.81% 1
2026
Q1 		$26.8M Sell
240,833
-71,211
-23% -$8.15M 25.22% 1
2025
Q4 		$34.9M Buy
+312,044
New +$34.4M 30.45% 1

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

TandemGrowth Financial Advisors's AVUS Position: Q2 2026 in Review

TandemGrowth Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 2.4% in Q2 2026, buying an estimated $707K and bringing the position to 246,572 shares worth $31.6M. The position accounts for 25.81% of the portfolio, ranked #1.

TandemGrowth Financial Advisors first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.9M in Q4 2025. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • TandemGrowth Financial Advisors held 246,572 shares of Avantis US Equity ETF worth $31.6M as of Q2 2026.
  • TandemGrowth Financial Advisors bought 5,739 Avantis US Equity ETF shares in Q2 2026, an estimated $707K.
  • Avantis US Equity ETF made up 25.81% of TandemGrowth Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • TandemGrowth Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • TandemGrowth Financial Advisors's Avantis US Equity ETF position peaked at $34.9M in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on TandemGrowth Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.