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BFSG LLC’s Avantis Responsible US Equity ETF AVSU Stock Holding History

BFSG LLC’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
Q2 		$1.94M Buy
21,886
+156
+0.7% +$13.1K 0.17% 137
2026
Q1 		$1.61M Buy
21,730
+2,117
+11% +$164K 0.15% 141
2025
Q4 		$1.5M Buy
19,613
+2,404
+14% +$180K 0.15% 145
2025
Q3 		$1.27M Buy
17,209
+3,685
+27% +$262K 0.12% 162
2025
Q2 		$928K Buy
13,524
+1,479
+12% +$94K 0.1% 166
2025
Q1 		$751K Buy
12,045
+3,874
+47% +$257K 0.09% 165
2024
Q4 		$540K Buy
8,171
+2,377
+41% +$159K 0.06% 177
2024
Q3 		$378K Buy
5,794
+1,775
+44% +$112K 0.04% 192
2024
Q2 		$248K Buy
4,019
+2,719
+209% +$164K 0.03% 211
2024
Q1 		$79.9K Buy
+1,300
New +$75.8K 0.01% 341

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

BFSG LLC's AVSU Position: Q2 2026 in Review

BFSG LLC increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.72% in Q2 2026, buying an estimated $13.1K and bringing the position to 21,886 shares worth $1.94M. The position accounts for 0.17% of the portfolio, ranked #137.

BFSG LLC first reported a position in AVSU in Q1 2024 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • BFSG LLC held 21,886 shares of Avantis Responsible US Equity ETF worth $1.94M as of Q2 2026.
  • BFSG LLC bought 156 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $13.1K.
  • Avantis Responsible US Equity ETF made up 0.17% of BFSG LLC's portfolio in Q2 2026, its #137 holding.
  • BFSG LLC first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.