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Zhang Financial’s Avantis US Equity ETF AVUS Stock Holding History

Zhang Financial’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 		$33.2M Buy
259,250
+17,017
+7% +$2.1M 0.97% 21
2026
Q1 		$26.9M Buy
242,233
+29,260
+14% +$3.35M 0.93% 25
2025
Q4 		$23.8M Buy
212,973
+59,260
+39% +$6.53M 0.89% 25
2025
Q3 		$16.7M Buy
153,713
+3,887
+3% +$408K 0.68% 34
2025
Q2 		$15.1M Sell
149,826
-4,806
-3% -$450K 0.7% 31
2025
Q1 		$14.3M Buy
154,632
+3,249
+2% +$317K 0.76% 29
2024
Q4 		$14.7M Buy
151,383
+7,422
+5% +$729K 0.84% 24
2024
Q3 		$13.7M Sell
143,961
-4,845
-3% -$445K 0.86% 22
2024
Q2 		$13.4M Buy
148,806
+5,663
+4% +$500K 0.94% 21
2024
Q1 		$12.8M Buy
143,143
+57,541
+67% +$4.86M 0.95% 21
2023
Q4 		$6.98M Buy
85,602
+62,583
+272% +$4.74M 0.6% 26
2023
Q3 		$1.69M Buy
23,019
+18,185
+376% +$1.38M 0.17% 73
2023
Q2 		$363K Buy
+4,834
New +$346K 0.04% 188

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Zhang Financial's AVUS Position: Q2 2026 in Review

Zhang Financial increased its Avantis US Equity ETF (AVUS) stake by 7% in Q2 2026, buying an estimated $2.1M and bringing the position to 259,250 shares worth $33.2M. The position accounts for 0.97% of the portfolio, ranked #21.

Zhang Financial first reported a position in AVUS in Q2 2023 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Zhang Financial held 259,250 shares of Avantis US Equity ETF worth $33.2M as of Q2 2026.
  • Zhang Financial bought 17,017 Avantis US Equity ETF shares in Q2 2026, an estimated $2.1M.
  • Avantis US Equity ETF made up 0.97% of Zhang Financial's portfolio in Q2 2026, its #21 holding.
  • Zhang Financial first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 302 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.