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

Valued 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
2026 Q2	$6.44M	Buy	50,270 +759	+2%	+$93.5K	2.34%	9
2026 Q1	$5.5M	Buy	49,511 +24,312	+96%	+$2.78M	2.23%	9
2025 Q4	$2.82M	Sell	25,199 -294	-1%	-$32.4K	1.24%	13
2025 Q3	$2.77M	Sell	25,493 -116	-0.5%	-$12.2K	1.29%	13
2025 Q2	$2.58M	Buy	25,609 +6,858	+37%	+$642K	1.35%	13
2025 Q1	$1.73M	Buy	18,751 +4,229	+29%	+$412K	1.04%	15
2024 Q4	$1.41M	Buy	14,522 +163	+1%	+$16K	0.88%	15
2024 Q3	$1.37M	Buy	14,359 +8	+0.1%	+$735	0.89%	15
2024 Q2	$1.29M	Buy	14,351 +55	+0.4%	+$4.86K	0.89%	15
2024 Q1	$1.28M	Buy	14,296 +294	+2%	+$24.8K	0.91%	16
2023 Q4	$1.03M	Buy	+14,002	New	+$1.06M	0.95%	15

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

Valued Wealth Advisors's AVUS Position: Q2 2026 in Review

Valued Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 1.5% in Q2 2026, buying an estimated $93.5K and bringing the position to 50,270 shares worth $6.44M. The position accounts for 2.34% of the portfolio, ranked #9.

Valued Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Valued Wealth Advisors held 50,270 shares of Avantis US Equity ETF worth $6.44M as of Q2 2026.
Valued Wealth Advisors bought 759 Avantis US Equity ETF shares in Q2 2026, an estimated $93.5K.
Avantis US Equity ETF made up 2.34% of Valued Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Valued Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.