Winebrenner Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Winebrenner Capital 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	$529K	Buy	4,133 +10	+0.2%	+$1.23K	0.32%	86
2026 Q1	$458K	Buy	4,123 +38	+0.9%	+$4.35K	0.29%	88
2025 Q4	$457K	Buy	4,085 +14	+0.3%	+$1.54K	0.3%	88
2025 Q3	$443K	Buy	4,071 +25	+0.6%	+$2.62K	0.32%	90
2025 Q2	$408K	Buy	4,046 +669	+20%	+$62.6K	0.33%	86
2025 Q1	$312K	Buy	+3,377	New	+$329K	0.28%	92

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Winebrenner Capital Management's AVUS Position: Q2 2026 in Review

Winebrenner Capital Management increased its Avantis US Equity ETF (AVUS) stake by 0.24% in Q2 2026, buying an estimated $1.23K and bringing the position to 4,133 shares worth $529K. The position accounts for 0.32% of the portfolio, ranked #86.

Winebrenner Capital Management first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Winebrenner Capital Management held 4,133 shares of Avantis US Equity ETF worth $529K as of Q2 2026.
Winebrenner Capital Management bought 10 Avantis US Equity ETF shares in Q2 2026, an estimated $1.23K.
Avantis US Equity ETF made up 0.32% of Winebrenner Capital Management's portfolio in Q2 2026, its #86 holding.
Winebrenner Capital Management first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.