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Vicus Capital’s Avantis US Equity ETF AVUS Stock Holding History

Vicus Capital’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 		$4.54M Buy
40,867
+11,830
+41% +$1.35M 0.33% 51
2025
Q4 		$3.25M Buy
29,037
+169
+0.6% +$18.6K 0.24% 61
2025
Q3 		$3.14M Buy
28,868
+101
+0.4% +$10.6K 0.24% 62
2025
Q2 		$2.9M Buy
28,767
+2,441
+9% +$229K 0.24% 59
2025
Q1 		$2.43M Sell
26,326
-1,210
-4% -$118K 0.23% 57
2024
Q4 		$2.67M Buy
27,536
+920
+3% +$90.3K 0.24% 54
2024
Q3 		$2.53M Buy
26,616
+4,063
+18% +$373K 0.22% 52
2024
Q2 		$2.03M Buy
22,553
+2,219
+11% +$196K 0.18% 63
2024
Q1 		$1.82M Buy
20,334
+1,191
+6% +$101K 0.17% 66
2023
Q4 		$1.56M Buy
19,143
+7,610
+66% +$576K 0.16% 67
2023
Q3 		$845K Buy
11,533
+1,174
+11% +$89.2K 0.09% 101
2023
Q2 		$779K Buy
+10,359
New +$741K 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 $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

Vicus Capital's AVUS Position: Q1 2026 in Review

Vicus Capital increased its Avantis US Equity ETF (AVUS) stake by 41% in Q1 2026, buying an estimated $1.35M and bringing the position to 40,867 shares worth $4.54M. The position accounts for 0.33% of the portfolio, ranked #51.

Vicus Capital first reported a position in AVUS in Q2 2023 and has held it in 12 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Vicus Capital held 40,867 shares of Avantis US Equity ETF worth $4.54M as of Q1 2026.
  • Vicus Capital bought 11,830 Avantis US Equity ETF shares in Q1 2026, an estimated $1.35M.
  • Avantis US Equity ETF made up 0.33% of Vicus Capital's portfolio in Q1 2026, its #51 holding.
  • Vicus Capital first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.