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Verdence Capital Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Verdence Capital 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
Q1 		$306K Buy
2,748
+5
+0.2% +$572 0.02% 523
2025
Q4 		$307K Buy
2,743
+8
+0.3% +$881 0.02% 538
2025
Q3 		$304K Sell
2,735
-147
-5% -$15.4K 0.02% 592
2025
Q2 		$291K Sell
2,882
-829
-22% -$77.6K 0.02% 562
2025
Q1 		$343K Buy
3,711
+11
+0.3% +$1.07K 0.03% 494
2024
Q4 		$359K Buy
+3,700
New +$363K 0.03% 445

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Verdence Capital Advisors's AVUS Position: Q1 2026 in Review

Verdence Capital Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.18% in Q1 2026, buying an estimated $572 and bringing the position to 2,748 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #523.

Verdence Capital Advisors first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $359K in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Verdence Capital Advisors held 2,748 shares of Avantis US Equity ETF worth $306K as of Q1 2026.
  • Verdence Capital Advisors bought 5 Avantis US Equity ETF shares in Q1 2026, an estimated $572.
  • Avantis US Equity ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #523 holding.
  • Verdence Capital Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Verdence Capital Advisors's Avantis US Equity ETF position peaked at $359K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.