Bank of Ann Arbor’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Bank of Ann Arbor’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 Q3	$2.18M	Buy	+24,797	New	+$2.2M	0.31%	72

Other funds holding AVSU

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Ann Arbor's AVSU Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q3 2026: 24,797 shares worth $2.18M. The stake represents 0.31% of the portfolio and ranks #72 among its holdings.

82 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

Bank of Ann Arbor held 24,797 shares of Avantis Responsible US Equity ETF worth $2.18M as of Q3 2026.
Avantis Responsible US Equity ETF was a new Bank of Ann Arbor position in Q3 2026.
Avantis Responsible US Equity ETF made up 0.31% of Bank of Ann Arbor's portfolio in Q3 2026, its #72 holding.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.