Websterrogers Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Websterrogers Financial 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	$29.6M	Sell	230,978 -6,629	-3%	-$817K	7.58%	2
2026 Q1	$26.4M	Sell	237,607 -17,053	-7%	-$1.95M	7.56%	2
2025 Q4	$28.5M	Sell	254,660 -3,443	-1%	-$379K	8.26%	2
2025 Q3	$28.1M	Sell	258,103 -4,266	-2%	-$448K	8.41%	2
2025 Q2	$26.5M	Sell	262,369 -3,618	-1%	-$339K	8.41%	2
2025 Q1	$24.6M	Sell	265,987 -5,227	-2%	-$509K	8.39%	1
2024 Q4	$26.3M	Sell	271,214 -778	-0.3%	-$76.4K	9.13%	1
2024 Q3	$25.9M	Sell	271,992 -40,097	-13%	-$3.68M	9.06%	1
2024 Q2	$28.1M	Sell	312,089 -27,890	-8%	-$2.46M	10.03%	1
2024 Q1	$30.4M	Buy	339,979 +30,813	+10%	+$2.6M	10.82%	1
2023 Q4	$25.2M	Sell	309,166 -40,340	-12%	-$3.05M	10.51%	1
2023 Q3	$25.6M	Sell	349,506 -38,715	-10%	-$2.94M	11.26%	1
2023 Q2	$29.2M	Sell	388,221 -7,813	-2%	-$559K	12.71%	1
2023 Q1	$28.1M	Sell	396,034 -36,068	-8%	-$2.55M	12.91%	1
2022 Q4	$29.4M	Sell	432,102 -452,812	-51%	-$30.9M	14.23%	1
2022 Q3	$55.2M	Buy	884,914 +8,279	+0.9%	+$569K	29.01%	1
2022 Q2	$57M	Buy	876,635 +151,536	+21%	+$10.8M	27.86%	1
2022 Q1	$56M	Sell	725,099 -797,886	-52%	-$60.8M	28.65%	1
2021 Q4	$122M	Sell	1,522,985 -59,597	-4%	-$4.67M	27.63%	1
2021 Q3	$117M	Buy	1,582,582 +33,879	+2%	+$2.55M	27.05%	1
2021 Q2	$112M	Buy	1,548,703 +34,461	+2%	+$2.51M	26.65%	1
2021 Q1	$105M	Buy	1,514,242 +16,706	+1%	+$1.12M	28.41%	1
2020 Q4	$98M	Buy	+1,497,536	New	+$88.1M	28.58%	1

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Websterrogers Financial Advisors's AVUS Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Avantis US Equity ETF (AVUS) stake by 2.8% in Q2 2026, selling an estimated $817K and leaving 230,978 shares worth $29.6M. The position accounts for 7.58% of the portfolio, ranked #2.

Websterrogers Financial Advisors first reported a position in AVUS in Q4 2020 and has held it in 23 quarters since. The position peaked at $122M in Q4 2021. 316 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Websterrogers Financial Advisors held 230,978 shares of Avantis US Equity ETF worth $29.6M as of Q2 2026.
Websterrogers Financial Advisors sold 6,629 Avantis US Equity ETF shares in Q2 2026, an estimated $817K.
Avantis US Equity ETF made up 7.58% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #2 holding.
Websterrogers Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 23 quarters since.
Websterrogers Financial Advisors's Avantis US Equity ETF position peaked at $122M in Q4 2021.
316 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.