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Hill Investment Group Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Hill Investment Group Partners’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 		$1.98M Buy
26,722
+3,038
+13% +$235K 0.22% 21
2025
Q4 		$1.81M Buy
23,684
+8,029
+51% +$601K 0.22% 24
2025
Q3 		$1.15M Sell
15,655
-1,229
-7% -$87.5K 0.14% 27
2025
Q2 		$1.16M Buy
16,884
+3,108
+23% +$198K 0.15% 26
2025
Q1 		$859K Buy
13,776
+1,200
+10% +$79.5K 0.12% 26
2024
Q4 		$832K Buy
12,576
+3,437
+38% +$230K 0.11% 32
2024
Q3 		$564K Buy
9,139
+15
+0.2% +$944 0.08% 41
2024
Q2 		$579K Sell
9,124
-5,738
-39% -$346K 0.08% 41
2024
Q1 		$913K Buy
14,862
+174
+1% +$10.1K 0.13% 36
2023
Q4 		$825K Buy
14,688
+163
+1% +$8.42K 0.12% 34
2023
Q3 		$720K Hold
14,525
– – 0.12% 36
2023
Q2 		$750K Buy
14,525
+2,466
+20% +$121K 0.14% 33
2023
Q1 		$582K Buy
12,059
+2,664
+28% +$128K 0.11% 39
2022
Q4 		$430K Buy
+9,395
New +$432K 0.1% 41

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

Hill Investment Group Partners's AVSU Position: Q1 2026 in Review

Hill Investment Group Partners increased its Avantis Responsible US Equity ETF (AVSU) stake by 13% in Q1 2026, buying an estimated $235K and bringing the position to 26,722 shares worth $1.98M. The position accounts for 0.22% of the portfolio, ranked #21.

Hill Investment Group Partners first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Hill Investment Group Partners held 26,722 shares of Avantis Responsible US Equity ETF worth $1.98M as of Q1 2026.
  • Hill Investment Group Partners bought 3,038 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $235K.
  • Avantis Responsible US Equity ETF made up 0.22% of Hill Investment Group Partners's portfolio in Q1 2026, its #21 holding.
  • Hill Investment Group Partners first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.