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Vance Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Vance Wealth’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 		$250K Sell
1,952
-43
-2% -$5.3K 0.06% 119
2026
Q1 		$222K Hold
1,995
– – 0.06% 111
2025
Q4 		$223K Sell
1,995
-275
-12% -$30.3K 0.07% 111
2025
Q3 		$247K Sell
2,270
-106
-4% -$11.1K 0.08% 103
2025
Q2 		$240K Buy
+2,376
New +$222K 0.08% 104

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

Vance Wealth's AVUS Position: Q2 2026 in Review

Vance Wealth reduced its Avantis US Equity ETF (AVUS) stake by 2.2% in Q2 2026, selling an estimated $5.3K and leaving 1,952 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #119.

Vance Wealth first reported a position in AVUS in Q2 2025 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Vance Wealth held 1,952 shares of Avantis US Equity ETF worth $250K as of Q2 2026.
  • Vance Wealth sold 43 Avantis US Equity ETF shares in Q2 2026, an estimated $5.3K.
  • Avantis US Equity ETF made up 0.06% of Vance Wealth's portfolio in Q2 2026, its #119 holding.
  • Vance Wealth first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.