VWA
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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

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 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. 208 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.
  • 208 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.