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Werba Rubin Papier Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Werba Rubin Papier Wealth Management’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 		$98.3M Buy
767,323
+34,017
+5% +$4.19M 11.93% 1
2026
Q1 		$81.5M Buy
+733,306
New +$84M 11.35% 1
2025
Q4 		– Sell
-680,282
Closed -$73.9M – 252
2025
Q3 		$73.9M Buy
680,282
+28,515
+4% +$2.99M 11.94% 1
2025
Q2 		$65.7M Buy
651,767
+29,972
+5% +$2.81M 12.35% 1
2025
Q1 		$57.4M Buy
621,795
+8,062
+1% +$786K 12.49% 1
2024
Q4 		$59.5M Buy
613,733
+10,229
+2% +$1M 14.03% 1
2024
Q3 		$57.4M Buy
603,504
+37,255
+7% +$3.42M 13.47% 1
2024
Q2 		$51.1M Sell
566,249
-13,479
-2% -$1.19M 14.1% 1
2024
Q1 		$51.9M Buy
579,728
+466
+0.1% +$39.4K 15.05% 1
2023
Q4 		$47.2M Buy
579,262
+5,605
+1% +$424K 16.03% 1
2023
Q3 		$42M Sell
573,657
-1,510
-0.3% -$115K 14.96% 1
2023
Q2 		$43.2M Buy
575,167
+76,580
+15% +$5.48M 15.01% 1
2023
Q1 		$35.3M Sell
498,587
-34,775
-7% -$2.46M 13.88% 2
2022
Q4 		$36.3M Buy
+533,362
New +$36.5M 14.96% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Werba Rubin Papier Wealth Management's AVUS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 4.6% in Q2 2026, buying an estimated $4.19M and bringing the position to 767,323 shares worth $98.3M. The position accounts for 11.93% of the portfolio, ranked #1.

Werba Rubin Papier Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 767,323 shares of Avantis US Equity ETF worth $98.3M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 34,017 Avantis US Equity ETF shares in Q2 2026, an estimated $4.19M.
  • Avantis US Equity ETF made up 11.93% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.