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John Overdeck’s Avantis Responsible US Equity ETF AVSU Stock Holding History

John Overdeck’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 		$496K Buy
+5,600
New +$469K ﹤0.01% 4168
2025
Q4 		– Sell
-17,700
Closed -$1.3M – 4072
2025
Q3 		$1.3M Buy
+17,700
New +$1.26M ﹤0.01% 2415

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

John Overdeck's AVSU Position: Q2 2026 in Review

John Overdeck opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q2 2026: 5,600 shares worth $496K. The stake represents ﹤0.01% of the portfolio and ranks #4168 among its holdings. This is a return to the name: John Overdeck previously reported a position in AVSU as recently as Q3 2025.

John Overdeck first reported a position in AVSU in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q3 2025. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • John Overdeck held 5,600 shares of Avantis Responsible US Equity ETF worth $496K as of Q2 2026.
  • Avantis Responsible US Equity ETF was a new John Overdeck position in Q2 2026.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4168 holding.
  • John Overdeck first reported a position in Avantis Responsible US Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • John Overdeck's Avantis Responsible US Equity ETF position peaked at $1.3M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.