WPC
AVUS icon

Wedmont Private Capital’s Avantis US Equity ETF AVUS Stock Holding History

Wedmont Private Capital’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 		$12.2M Buy
94,887
+2,865
+3% +$353K 0.33% 47
2026
Q1 		$10.6M Buy
92,022
+322
+0.4% +$36.9K 0.34% 45
2025
Q4 		$10.4M Buy
91,700
+32
+0% +$3.52K 0.36% 41
2025
Q3 		$9.98M Buy
91,668
+28
+0% +$2.94K 0.37% 41
2025
Q2 		$9.38M Buy
91,640
+33
+0% +$3.09K 0.4% 40
2025
Q1 		$7.97M Buy
91,607
+34
+0% +$3.31K 0.41% 40
2024
Q4 		$8.82M Buy
91,573
+50
+0.1% +$4.91K 0.47% 34
2024
Q3 		$8.65M Buy
91,523
+49
+0.1% +$4.5K 0.49% 33
2024
Q2 		$8.48M Buy
91,474
+55
+0.1% +$4.86K 0.53% 34
2024
Q1 		$8.11M Buy
91,419
+209
+0.2% +$17.6K 0.59% 28
2023
Q4 		$7.4M Sell
91,210
-941
-1% -$71.2K 0.61% 27
2023
Q3 		$6.77M Buy
92,151
+1,051
+1% +$79.8K 0.69% 26
2023
Q2 		$6.95M Sell
91,100
-181
-0.2% -$13K 0.75% 21
2023
Q1 		$6.45M Buy
91,281
+488
+0.5% +$34.5K 0.85% 18
2022
Q4 		$6.3M Buy
90,793
+18,482
+26% +$1.26M 0.94% 16
2022
Q3 		$4.51M Buy
72,311
+44,645
+161% +$3.07M 0.91% 20
2022
Q2 		$1.8M Buy
+27,666
New +$1.96M 0.39% 42

Other funds holding AVUS

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return