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Austin Asset Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Austin Asset Management’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$437K Sell
5,910
-360
-6% -$27.8K 0.07% 56
2025
Q4 		$478K Hold
6,270
– – 0.08% 52
2025
Q3 		$461K Sell
6,270
-215
-3% -$15.3K 0.08% 52
2025
Q2 		$445K Hold
6,485
– – 0.09% 53
2025
Q1 		$404K Buy
+6,485
New +$429K 0.08% 52

Other funds holding AVSU

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

Austin Asset Management's AVSU Position: Q1 2026 in Review

Austin Asset Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 5.7% in Q1 2026, selling an estimated $27.8K and leaving 5,910 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #56.

Austin Asset Management first reported a position in AVSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $478K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Austin Asset Management held 5,910 shares of Avantis Responsible US Equity ETF worth $437K as of Q1 2026.
  • Austin Asset Management sold 360 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $27.8K.
  • Avantis Responsible US Equity ETF made up 0.07% of Austin Asset Management's portfolio in Q1 2026, its #56 holding.
  • Austin Asset Management first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Austin Asset Management's Avantis Responsible US Equity ETF position peaked at $478K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Austin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.