Tanglewood Legacy Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Tanglewood Legacy 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 Q1	$823K	Sell	7,406 -1,800	-20%	-$206K	0.3%	49
2025 Q4	$1.03M	Sell	9,206 -860	-9%	-$94.7K	0.39%	41
2025 Q3	$1.09M	Sell	10,066 -200	-2%	-$21K	0.42%	37
2025 Q2	$1.04M	Hold	10,266	–	–	0.42%	37
2025 Q1	$948K	Sell	10,266 -3,666	-26%	-$357K	0.42%	38
2024 Q4	$1.35M	Hold	13,932	–	–	0.58%	30
2024 Q3	$1.33M	Hold	13,932	–	–	0.59%	31
2024 Q2	$1.26M	Hold	13,932	–	–	0.59%	29
2024 Q1	$1.25M	Hold	13,932	–	–	0.61%	27
2023 Q4	$1.14M	Hold	13,932	–	–	0.62%	25
2023 Q3	$1.02M	Hold	13,932	–	–	0.61%	26
2023 Q2	$1.05M	Hold	13,932	–	–	0.61%	26
2023 Q1	$988K	Buy	+13,932	New	+$986K	0.63%	27

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Tanglewood Legacy Advisors's AVUS Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its Avantis US Equity ETF (AVUS) stake by 20% in Q1 2026, selling an estimated $206K and leaving 7,406 shares worth $823K. The position accounts for 0.3% of the portfolio, ranked #49.

Tanglewood Legacy Advisors first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Tanglewood Legacy Advisors held 7,406 shares of Avantis US Equity ETF worth $823K as of Q1 2026.
Tanglewood Legacy Advisors sold 1,800 Avantis US Equity ETF shares in Q1 2026, an estimated $206K.
Avantis US Equity ETF made up 0.3% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #49 holding.
Tanglewood Legacy Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Tanglewood Legacy Advisors's Avantis US Equity ETF position peaked at $1.35M in Q4 2024.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.