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 Q2	$5.56M	Buy	43,403 +2,536	+6%	+$312K	0.36%	52
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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Vicus Capital's AVUS Position: Q2 2026 in Review

Vicus Capital increased its Avantis US Equity ETF (AVUS) stake by 6.2% in Q2 2026, buying an estimated $312K and bringing the position to 43,403 shares worth $5.56M. The position accounts for 0.36% of the portfolio, ranked #52.

Vicus Capital first reported a position in AVUS in Q2 2023 and has held it in 13 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Vicus Capital held 43,403 shares of Avantis US Equity ETF worth $5.56M as of Q2 2026.
Vicus Capital bought 2,536 Avantis US Equity ETF shares in Q2 2026, an estimated $312K.
Avantis US Equity ETF made up 0.36% of Vicus Capital's portfolio in Q2 2026, its #52 holding.
Vicus Capital first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 13 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.