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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
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 $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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

WCG Wealth Advisors's AVUS Position: Q1 2026 in Review

WCG Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.74% in Q1 2026, buying an estimated $361K and bringing the position to 431,250 shares worth $47.9M. The position accounts for 1.34% of the portfolio, ranked #12.

WCG Wealth Advisors first reported a position in AVUS in Q3 2023 and has held it in 11 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • WCG Wealth Advisors held 431,250 shares of Avantis US Equity ETF worth $47.9M as of Q1 2026.
  • WCG Wealth Advisors bought 3,154 Avantis US Equity ETF shares in Q1 2026, an estimated $361K.
  • Avantis US Equity ETF made up 1.34% of WCG Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • WCG Wealth Advisors first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.