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 Q3	$7.6M	Sell	59,346 -2,820	-5%	-$364K	3.03%	7
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Visionary Horizons's AVUS Position: Q3 2026 in Review

Visionary Horizons reduced its Avantis US Equity ETF (AVUS) stake by 4.5% in Q3 2026, selling an estimated $364K and leaving 59,346 shares worth $7.6M. The position accounts for 3.03% of the portfolio, ranked #7.

Visionary Horizons first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.96M in Q2 2026. 272 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Visionary Horizons held 59,346 shares of Avantis US Equity ETF worth $7.6M as of Q3 2026.
Visionary Horizons sold 2,820 Avantis US Equity ETF shares in Q3 2026, an estimated $364K.
Avantis US Equity ETF made up 3.03% of Visionary Horizons's portfolio in Q3 2026, its #7 holding.
Visionary Horizons first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Avantis US Equity ETF position peaked at $7.96M in Q2 2026.
272 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.