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Waypoint Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Waypoint Wealth 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
2025
Q2 		$107M Sell
1,059,366
-21,284
-2% -$1.99M 25.96% 1
2025
Q1 		$99.8M Buy
1,080,650
+576
+0.1% +$56.1K 27.6% 1
2024
Q4 		$105M Buy
1,080,074
+17,222
+2% +$1.69M 28.55% 1
2024
Q3 		$101M Buy
1,062,852
+52,307
+5% +$4.8M 26.86% 1
2024
Q2 		$91.1M Buy
1,010,545
+69,623
+7% +$6.15M 26.62% 1
2024
Q1 		$84.2M Buy
940,922
+39,854
+4% +$3.37M 23.96% 1
2023
Q4 		$73.5M Buy
901,068
+31,903
+4% +$2.41M 22.79% 1
2023
Q3 		$63.7M Buy
869,165
+42,230
+5% +$3.21M 22.11% 1
2023
Q2 		$62.2M Buy
826,935
+33,106
+4% +$2.37M 21.29% 2
2023
Q1 		$56.3M Buy
793,829
+59,915
+8% +$4.24M 20.07% 2
2022
Q4 		$49.9M Buy
733,914
+97,175
+15% +$6.64M 19.63% 2
2022
Q3 		$39.7M Buy
636,739
+124,367
+24% +$8.54M 16.74% 3
2022
Q2 		$33.3M Sell
512,372
-163,763
-24% -$11.6M 12.78% 3
2022
Q1 		$52.1M Sell
676,135
-20,707
-3% -$1.58M 19.05% 2
2021
Q4 		$55.9M Buy
696,842
+40,672
+6% +$3.18M 19.12% 2
2021
Q3 		$48.4M Buy
656,170
+144,330
+28% +$10.9M 18.1% 3
2021
Q2 		$38M Buy
511,840
+124,000
+32% +$9.02M 14.72% 4
2021
Q1 		$26.9M Sell
387,840
-6,546
-2% -$438K 19.59% 2
2020
Q4 		$24.8M Buy
+394,386
New +$23.2M 19.48% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Waypoint Wealth Partners's AVUS Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Avantis US Equity ETF (AVUS) stake by 2% in Q2 2025, selling an estimated $1.99M and leaving 1,059,366 shares worth $107M. The position accounts for 25.96% of the portfolio, ranked #1.

Waypoint Wealth Partners first reported a position in AVUS in Q4 2020 and has held it in 19 quarters since. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

  • Waypoint Wealth Partners held 1,059,366 shares of Avantis US Equity ETF worth $107M as of Q2 2025.
  • Waypoint Wealth Partners sold 21,284 Avantis US Equity ETF shares in Q2 2025, an estimated $1.99M.
  • Avantis US Equity ETF made up 25.96% of Waypoint Wealth Partners's portfolio in Q2 2025, its #1 holding.
  • Waypoint Wealth Partners first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • 473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.