William Mack & Associates’s Avantis US Equity ETF AVUS Stock Holding History

William Mack & Associates’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	$535K	Buy	4,175 +543	+15%	+$66.9K	0.19%	50
2026 Q1	$404K	Sell	3,632 -1,416	-28%	-$162K	0.23%	45
2025 Q4	$564K	Sell	5,048 -185	-4%	-$20.4K	0.27%	39
2025 Q3	$569K	Buy	5,233 +1	+0%	+$105	0.31%	39
2025 Q2	$527K	Buy	5,232 +219	+4%	+$20.5K	0.34%	40
2025 Q1	$463K	Buy	+5,013	New	+$488K	0.4%	37

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

William Mack & Associates's AVUS Position: Q2 2026 in Review

William Mack & Associates increased its Avantis US Equity ETF (AVUS) stake by 15% in Q2 2026, buying an estimated $66.9K and bringing the position to 4,175 shares worth $535K. The position accounts for 0.19% of the portfolio, ranked #50.

William Mack & Associates first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $569K in Q3 2025. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

William Mack & Associates held 4,175 shares of Avantis US Equity ETF worth $535K as of Q2 2026.
William Mack & Associates bought 543 Avantis US Equity ETF shares in Q2 2026, an estimated $66.9K.
Avantis US Equity ETF made up 0.19% of William Mack & Associates's portfolio in Q2 2026, its #50 holding.
William Mack & Associates first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
William Mack & Associates's Avantis US Equity ETF position peaked at $569K in Q3 2025.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.