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EP Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

EP Wealth Advisors’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 		$3.49M Buy
39,439
+1,822
+5% +$153K 0.01% 449
2026
Q1 		$2.78M Buy
+37,617
New +$2.91M 0.01% 408

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

EP Wealth Advisors's AVSU Position: Q2 2026 in Review

EP Wealth Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 4.8% in Q2 2026, buying an estimated $153K and bringing the position to 39,439 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #449.

EP Wealth Advisors first reported a position in AVSU in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • EP Wealth Advisors held 39,439 shares of Avantis Responsible US Equity ETF worth $3.49M as of Q2 2026.
  • EP Wealth Advisors bought 1,822 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $153K.
  • Avantis Responsible US Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #449 holding.
  • EP Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.