WCG Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

WCG Wealth 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	$55.6M	Buy	433,975 +2,725	+0.6%	+$336K	1.32%	11
2026 Q1	$47.9M	Buy	431,250 +3,154	+0.7%	+$361K	1.34%	12
2025 Q4	$47.9M	Buy	428,096 +16,186	+4%	+$1.78M	1.34%	14
2025 Q3	$44.8M	Buy	411,910 +3,587	+0.9%	+$376K	2.81%	3
2025 Q2	$41.2M	Buy	408,323 +34,694	+9%	+$3.25M	2.66%	2
2025 Q1	$34.5M	Buy	373,629 +11,285	+3%	+$1.1M	2.62%	2
2024 Q4	$35.1M	Buy	362,344 +13,027	+4%	+$1.28M	2.32%	3
2024 Q3	$33.2M	Buy	349,317 +7,911	+2%	+$727K	2.24%	3
2024 Q2	$30.8M	Buy	341,406 +8,634	+3%	+$763K	2.28%	5
2024 Q1	$29.8M	Buy	332,772 +23,965	+8%	+$2.02M	2.49%	5
2023 Q4	$25.2M	Buy	308,807 +32,780	+12%	+$2.48M	1.85%	9
2023 Q3	$20.2M	Buy	+276,027	New	+$21M	1.48%	13

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

WCG Wealth Advisors's AVUS Position: Q2 2026 in Review

WCG Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.63% in Q2 2026, buying an estimated $336K and bringing the position to 433,975 shares worth $55.6M. The position accounts for 1.32% of the portfolio, ranked #11.

WCG Wealth Advisors first reported a position in AVUS in Q3 2023 and has held it in 12 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

WCG Wealth Advisors held 433,975 shares of Avantis US Equity ETF worth $55.6M as of Q2 2026.
WCG Wealth Advisors bought 2,725 Avantis US Equity ETF shares in Q2 2026, an estimated $336K.
Avantis US Equity ETF made up 1.32% of WCG Wealth Advisors's portfolio in Q2 2026, its #11 holding.
WCG Wealth Advisors first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 12 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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