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World Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

World Investment Advisors’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
Q1 		$49.1M Buy
441,517
+27,580
+7% +$3.16M 0.79% 23
2025
Q4 		$46.3M Buy
413,937
+28,567
+7% +$3.15M 0.75% 21
2025
Q3 		$41.9M Buy
385,370
+19,277
+5% +$2.02M 0.86% 19
2025
Q2 		$36.9M Buy
366,093
+65,366
+22% +$6.12M 0.84% 20
2025
Q1 		$27.8M Buy
300,727
+27,650
+10% +$2.69M 0.72% 22
2024
Q4 		$26.5M Buy
273,077
+16,092
+6% +$1.58M 0.72% 25
2024
Q3 		$24.5M Sell
256,985
-18,571
-7% -$1.71M 0.77% 20
2024
Q2 		$24.9M Buy
+275,556
New +$24.3M 1.55% 7
2024
Q1 		– Sell
-227,471
Closed -$18.6M – 398
2023
Q4 		$18.6M Buy
227,471
+207,349
+1,030% +$15.7M 2.41% 7
2023
Q3 		$1.47M Buy
20,122
+13,422
+200% +$1.02M 0.29% 69
2023
Q2 		$504K Buy
+6,700
New +$479K 0.1% 136

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

World Investment Advisors's AVUS Position: Q1 2026 in Review

World Investment Advisors increased its Avantis US Equity ETF (AVUS) stake by 6.7% in Q1 2026, buying an estimated $3.16M and bringing the position to 441,517 shares worth $49.1M. The position accounts for 0.79% of the portfolio, ranked #23.

World Investment Advisors first reported a position in AVUS in Q2 2023 and has held it in 11 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • World Investment Advisors held 441,517 shares of Avantis US Equity ETF worth $49.1M as of Q1 2026.
  • World Investment Advisors bought 27,580 Avantis US Equity ETF shares in Q1 2026, an estimated $3.16M.
  • Avantis US Equity ETF made up 0.79% of World Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • World Investment Advisors first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 11 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.