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Vista Investment Partners’s Avantis US Equity ETF AVUS Stock Holding History

Vista Investment Partners’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 		– Sell
-24,640
Closed -$3.16M – 168
2026
Q2 		$3.16M Buy
+24,640
New +$3.04M 0.79% 48
2026
Q1 		– Sell
-24,402
Closed -$2.73M – 171
2025
Q4 		$2.73M Buy
24,402
+304
+1% +$33.5K 0.71% 53
2025
Q3 		$2.62M Buy
24,098
+1,116
+5% +$117K 0.73% 50
2025
Q2 		$2.32M Buy
+22,982
New +$2.15M 0.67% 55
2025
Q1 		– Sell
-9,313
Closed -$903K – 156
2024
Q4 		$903K Buy
+9,313
New +$914K 0.28% 79

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vista Investment Partners's AVUS Position: Q3 2026 in Review

Vista Investment Partners sold out of Avantis US Equity ETF (AVUS) in Q3 2026, closing a stake of 24,640 shares — an estimated $3.16M sold.

Vista Investment Partners first reported a position in AVUS in Q4 2024 and held it in 5 quarters. The position peaked at $3.16M in Q2 2026. 29 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Vista Investment Partners reported no remaining Avantis US Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Vista Investment Partners sold 24,640 Avantis US Equity ETF shares in Q3 2026, an estimated $3.16M.
  • Vista Investment Partners first reported a position in Avantis US Equity ETF in Q4 2024 and held it in 5 quarters.
  • Vista Investment Partners's Avantis US Equity ETF position peaked at $3.16M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.