Vestmark Advisory Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Vestmark Advisory Solutions’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	$42.3M	Buy	380,203 +27,047	+8%	+$3.1M	0.47%	44
2025 Q4	$39.5M	Buy	353,156 +44,049	+14%	+$4.85M	0.53%	30
2025 Q3	$33.6M	Buy	309,107 +133,236	+76%	+$14M	0.64%	26
2025 Q2	$17.7M	Buy	+175,871	New	+$16.5M	0.26%	89
2023 Q3	–	Sell	-5,278	Closed	-$397K	–	449
2023 Q2	$397K	Buy	5,278 +49	+0.9%	+$3.51K	0.02%	638
2023 Q1	$371K	Buy	+5,229	New	+$370K	0.02%	642

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Vestmark Advisory Solutions's AVUS Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Avantis US Equity ETF (AVUS) stake by 7.7% in Q1 2026, buying an estimated $3.1M and bringing the position to 380,203 shares worth $42.3M. The position accounts for 0.47% of the portfolio, ranked #44.

Vestmark Advisory Solutions first reported a position in AVUS in Q1 2023 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Vestmark Advisory Solutions held 380,203 shares of Avantis US Equity ETF worth $42.3M as of Q1 2026.
Vestmark Advisory Solutions bought 27,047 Avantis US Equity ETF shares in Q1 2026, an estimated $3.1M.
Avantis US Equity ETF made up 0.47% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #44 holding.
Vestmark Advisory Solutions first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 6 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.