V Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-254,076	Closed	-$19.1M	–	134
2023 Q2	$19.1M	Buy	254,076 +37,426	+17%	+$2.68M	3.18%	4
2023 Q1	$15.4M	Buy	216,650 +25,344	+13%	+$1.79M	2.88%	4
2022 Q4	$13M	Buy	191,306 +15,744	+9%	+$1.08M	2.69%	5
2022 Q3	$10.9M	Buy	175,562 +32,997	+23%	+$2.27M	2.19%	7
2022 Q2	$9.27M	Buy	142,565 +21,791	+18%	+$1.55M	1.75%	8
2022 Q1	$9.31M	Buy	120,774 +13,876	+13%	+$1.06M	1.49%	8
2021 Q4	$8.57M	Buy	106,898 +12,377	+13%	+$969K	1.26%	12
2021 Q3	$6.97M	Buy	94,521 +11,477	+14%	+$864K	1.08%	12
2021 Q2	$6.16M	Buy	83,044 +77,468	+1,389%	+$5.64M	0.98%	13
2021 Q1	$387K	Buy	+5,576	New	+$373K	0.07%	297

Other funds holding AVUS

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

V Wealth Advisors's AVUS Position: Q3 2023 in Review

V Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q3 2023, closing a stake of 254,076 shares — an estimated $19.1M sold.

V Wealth Advisors first reported a position in AVUS in Q1 2021 and held it in 10 quarters. The position peaked at $19.1M in Q2 2023. 274 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

V Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 254,076 Avantis US Equity ETF shares in Q3 2023, an estimated $19.1M.
V Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2021 and held it in 10 quarters.
V Wealth Advisors's Avantis US Equity ETF position peaked at $19.1M in Q2 2023.
274 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.