Verus Financial Partners’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Verus Financial Partners’s Portfolio AVIE Stock Details AVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Hold	4,447	–	–	0.03%	98
2026 Q1	$322K	Hold	4,447	–	–	0.03%	98
2025 Q4	$309K	Hold	4,447	–	–	0.03%	97
2025 Q3	$280K	Hold	4,447	–	–	0.03%	100
2025 Q2	$274K	Hold	4,447	–	–	0.03%	94
2025 Q1	$267K	Hold	4,447	–	–	0.03%	86
2024 Q4	$268K	Hold	4,447	–	–	0.03%	83
2024 Q3	$288K	Hold	4,447	–	–	0.03%	85
2024 Q2	$276K	Hold	4,447	–	–	0.03%	82
2024 Q1	$281K	Hold	4,447	–	–	0.03%	85
2023 Q4	$260K	Hold	4,447	–	–	0.03%	86
2023 Q3	$253K	Hold	4,447	–	–	0.03%	87
2023 Q2	$253K	Buy	+4,447	New	+$246K	0.03%	90

Other funds holding AVIE

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RWM

Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Verus Financial Partners's AVIE Position: Q2 2026 in Review

Verus Financial Partners held its Avantis Inflation Focused Equity ETF (AVIE) position steady in Q2 2026 at 4,447 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #98.

Verus Financial Partners first reported a position in AVIE in Q2 2023 and has held it in 13 quarters since. 5 funds tracked by Wall St. Rank hold AVIE as of Q2 2026.

Verus Financial Partners held 4,447 shares of Avantis Inflation Focused Equity ETF worth $331K as of Q2 2026.
Verus Financial Partners left its Avantis Inflation Focused Equity ETF share count unchanged in Q2 2026.
Avantis Inflation Focused Equity ETF made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #98 holding.
Verus Financial Partners first reported a position in Avantis Inflation Focused Equity ETF in Q2 2023 and has held it in 13 quarters since.
5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.