Willow Creek Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Willow Creek 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
2025 Q3	$771K	Sell	7,091 -38	-0.5%	-$3.99K	0.06%	88
2025 Q2	$719K	Sell	7,129 -2,764	-28%	-$259K	0.06%	81
2025 Q1	$914K	Buy	9,893 +2,259	+30%	+$220K	0.09%	65
2024 Q4	$740K	Hold	7,634	–	–	0.08%	73
2024 Q3	$726K	Hold	7,634	–	–	0.08%	74
2024 Q2	$689K	Hold	7,634	–	–	0.08%	72
2024 Q1	$683K	Hold	7,634	–	–	0.08%	73
2023 Q4	$623K	Hold	7,634	–	–	0.08%	73
2023 Q3	$559K	Hold	7,634	–	–	0.08%	74
2023 Q2	$574K	Hold	7,634	–	–	0.08%	79
2023 Q1	$541K	Hold	7,634	–	–	0.08%	73
2022 Q4	$519K	Buy	+7,634	New	+$522K	0.09%	72

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Willow Creek Wealth Management's AVUS Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 0.53% in Q3 2025, selling an estimated $3.99K and leaving 7,091 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #88.

Willow Creek Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 12 quarters since. The position peaked at $914K in Q1 2025. 483 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

Willow Creek Wealth Management held 7,091 shares of Avantis US Equity ETF worth $771K as of Q3 2025.
Willow Creek Wealth Management sold 38 Avantis US Equity ETF shares in Q3 2025, an estimated $3.99K.
Avantis US Equity ETF made up 0.06% of Willow Creek Wealth Management's portfolio in Q3 2025, its #88 holding.
Willow Creek Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 12 quarters since.
Willow Creek Wealth Management's Avantis US Equity ETF position peaked at $914K in Q1 2025.
483 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.