Visionary Horizons’s Avantis US Equity ETF AVUS Stock Holding History

Visionary Horizons’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	$7.96M	Buy	62,166 +1,239	+2%	+$153K	3.33%	7
2026 Q1	$6.77M	Buy	60,927 +1,033	+2%	+$118K	3.34%	7
2025 Q4	$6.7M	Buy	59,894 +3,419	+6%	+$377K	3.46%	6
2025 Q3	$6.14M	Buy	56,475 +653	+1%	+$68.5K	3.43%	6
2025 Q2	$5.63M	Buy	55,822 +2,208	+4%	+$207K	3.56%	6
2025 Q1	$4.95M	Sell	53,614 -713	-1%	-$69.5K	3.49%	5
2024 Q4	$5.27M	Buy	54,327 +5,080	+10%	+$499K	3.46%	8
2024 Q3	$4.69M	Buy	49,247 +3,769	+8%	+$346K	3.13%	10
2024 Q2	$4.1M	Buy	45,478 +6,901	+18%	+$610K	3%	9
2024 Q1	$3.35M	Buy	38,577 +815	+2%	+$68.8K	2.6%	10
2023 Q4	$3.08M	Buy	+37,762	New	+$2.86M	2.5%	10

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

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

AAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Visionary Horizons's AVUS Position: Q2 2026 in Review

Visionary Horizons increased its Avantis US Equity ETF (AVUS) stake by 2% in Q2 2026, buying an estimated $153K and bringing the position to 62,166 shares worth $7.96M. The position accounts for 3.33% of the portfolio, ranked #7.

Visionary Horizons first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Visionary Horizons held 62,166 shares of Avantis US Equity ETF worth $7.96M as of Q2 2026.
Visionary Horizons bought 1,239 Avantis US Equity ETF shares in Q2 2026, an estimated $153K.
Avantis US Equity ETF made up 3.33% of Visionary Horizons's portfolio in Q2 2026, its #7 holding.
Visionary Horizons first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
301 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.