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 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 $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Vista Investment Partners's AVUS Position: Q2 2026 in Review

Vista Investment Partners opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 24,640 shares worth $3.16M. The stake represents 0.79% of the portfolio and ranks #48 among its holdings. This is a return to the name: Vista Investment Partners previously reported a position in AVUS as recently as Q4 2025.

Vista Investment Partners first reported a position in AVUS in Q4 2024 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Vista Investment Partners held 24,640 shares of Avantis US Equity ETF worth $3.16M as of Q2 2026.
Avantis US Equity ETF was a new Vista Investment Partners position in Q2 2026.
Avantis US Equity ETF made up 0.79% of Vista Investment Partners's portfolio in Q2 2026, its #48 holding.
Vista Investment Partners first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.