TI
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Truepoint Inc’s Avantis US Equity ETF AVUS Stock Holding History

Truepoint Inc’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 		$1.27M Buy
9,954
+503
+5% +$62K 0.03% 67
2026
Q1 		$1.05M Buy
9,451
+1,606
+20% +$184K 0.02% 73
2025
Q4 		$877K Sell
7,845
-14
-0.2% -$1.54K 0.02% 79
2025
Q3 		$854K Sell
7,859
-156
-2% -$16.4K 0.02% 75
2025
Q2 		$808K Sell
8,015
-19,363
-71% -$1.81M 0.02% 78
2025
Q1 		$2.53M Buy
27,378
+9,504
+53% +$926K 0.07% 45
2024
Q4 		$1.73M Buy
17,874
+9,407
+111% +$924K 0.05% 53
2024
Q3 		$806K Sell
8,467
-977
-10% -$89.7K 0.02% 70
2024
Q2 		$852K Sell
9,444
-326
-3% -$28.8K 0.02% 63
2024
Q1 		$874K Sell
9,770
-678
-6% -$57.3K 0.02% 61
2023
Q4 		$852K Buy
10,448
+319
+3% +$24.1K 0.03% 88
2023
Q3 		$742K Buy
10,129
+485
+5% +$36.8K 0.02% 94
2023
Q2 		$725K Buy
9,644
+507
+6% +$36.3K 0.02% 83
2023
Q1 		$648K Buy
9,137
+2,306
+34% +$163K 0.02% 81
2022
Q4 		$465K Buy
6,831
+378
+6% +$25.8K 0.02% 100
2022
Q3 		$402K Buy
6,453
+3,217
+99% +$221K 0.02% 99
2022
Q2 		$210K Sell
3,236
-4,496
-58% -$319K 0.01% 152
2022
Q1 		$596K Buy
+7,732
New +$589K 0.03% 82

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

Truepoint Inc's AVUS Position: Q2 2026 in Review

Truepoint Inc increased its Avantis US Equity ETF (AVUS) stake by 5.3% in Q2 2026, buying an estimated $62K and bringing the position to 9,954 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #67.

Truepoint Inc first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.53M in Q1 2025. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Truepoint Inc held 9,954 shares of Avantis US Equity ETF worth $1.27M as of Q2 2026.
  • Truepoint Inc bought 503 Avantis US Equity ETF shares in Q2 2026, an estimated $62K.
  • Avantis US Equity ETF made up 0.03% of Truepoint Inc's portfolio in Q2 2026, its #67 holding.
  • Truepoint Inc first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Truepoint Inc's Avantis US Equity ETF position peaked at $2.53M in Q1 2025.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.