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

Yardley 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	$656K	Hold	5,123	–	–	0.3%	23
2026 Q1	$570K	Hold	5,123	–	–	0.29%	23
2025 Q4	$573K	Hold	5,123	–	–	0.3%	24
2025 Q3	$557K	Hold	5,123	–	–	0.31%	24
2025 Q2	$517K	Hold	5,123	–	–	0.28%	25
2025 Q1	$473K	Hold	5,123	–	–	0.28%	26
2024 Q4	$497K	Hold	5,123	–	–	0.24%	37
2024 Q3	$487K	Buy	+5,123	New	+$470K	0.29%	27

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Yardley Wealth Management's AVUS Position: Q2 2026 in Review

Yardley Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 5,123 shares worth $656K. The position accounts for 0.3% of the portfolio, ranked #23.

Yardley Wealth Management first reported a position in AVUS in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Yardley Wealth Management held 5,123 shares of Avantis US Equity ETF worth $656K as of Q2 2026.
Yardley Wealth Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.3% of Yardley Wealth Management's portfolio in Q2 2026, its #23 holding.
Yardley Wealth Management first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 8 quarters since.
208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.