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Waverly Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Waverly Advisors’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 		$52.2M Sell
407,458
-5,277
-1% -$650K 0.3% 70
2026
Q1 		$45.9M Buy
412,735
+12,540
+3% +$1.44M 0.34% 68
2025
Q4 		$44.7M Sell
400,195
-4,994
-1% -$550K 0.36% 65
2025
Q3 		$44M Sell
405,189
-1,227
-0.3% -$129K 0.44% 50
2025
Q2 		$41M Sell
406,416
-7,448
-2% -$697K 0.45% 48
2025
Q1 		$38.2M Sell
413,864
-5,678
-1% -$553K 0.47% 44
2024
Q4 		$40.7M Sell
419,542
-11,900
-3% -$1.17M 0.63% 30
2024
Q3 		$41.1M Sell
431,442
-7,176
-2% -$659K 0.76% 24
2024
Q2 		$39.6M Buy
438,618
+118,410
+37% +$10.5M 0.78% 23
2024
Q1 		$28.7M Sell
320,208
-79
-0% -$6.67K 0.67% 27
2023
Q4 		$26.1M Buy
320,287
+2,986
+0.9% +$226K 0.98% 19
2023
Q3 		$23.2M Buy
317,301
+10,271
+3% +$780K 1.01% 20
2023
Q2 		$23.1M Buy
+307,030
New +$22M 1.01% 22

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Waverly Advisors's AVUS Position: Q2 2026 in Review

Waverly Advisors reduced its Avantis US Equity ETF (AVUS) stake by 1.3% in Q2 2026, selling an estimated $650K and leaving 407,458 shares worth $52.2M. The position accounts for 0.3% of the portfolio, ranked #70.

Waverly Advisors first reported a position in AVUS in Q2 2023 and has held it in 13 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Waverly Advisors held 407,458 shares of Avantis US Equity ETF worth $52.2M as of Q2 2026.
  • Waverly Advisors sold 5,277 Avantis US Equity ETF shares in Q2 2026, an estimated $650K.
  • Avantis US Equity ETF made up 0.3% of Waverly Advisors's portfolio in Q2 2026, its #70 holding.
  • Waverly Advisors first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.