VestGen Advisors
AVUS icon

VestGen Advisors’s Avantis US Equity ETF AVUS Stock Holding History

VestGen 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
Q3 		$10.6M Buy
82,436
+4,887
+6% +$631K 0.33% 69
2026
Q2 		$9.9M Buy
77,549
+14,384
+23% +$1.77M 0.29% 74
2026
Q1 		$7.86M Sell
63,165
-6,503
-9% -$745K 0.21% 103
2025
Q4 		$7.79M Buy
69,668
+6,131
+10% +$675K 0.33% 75
2025
Q3 		$6.91M Buy
63,537
+7,329
+13% +$769K 0.23% 97
2025
Q2 		$5.67M Buy
+56,208
New +$5.26M 0.23% 100

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

VestGen Advisors's AVUS Position: Q3 2026 in Review

VestGen Advisors increased its Avantis US Equity ETF (AVUS) stake by 6.3% in Q3 2026, buying an estimated $631K and bringing the position to 82,436 shares worth $10.6M. The position accounts for 0.33% of the portfolio, ranked #69.

VestGen Advisors first reported a position in AVUS in Q2 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • VestGen Advisors held 82,436 shares of Avantis US Equity ETF worth $10.6M as of Q3 2026.
  • VestGen Advisors bought 4,887 Avantis US Equity ETF shares in Q3 2026, an estimated $631K.
  • Avantis US Equity ETF made up 0.33% of VestGen Advisors's portfolio in Q3 2026, its #69 holding.
  • VestGen Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 390 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.