Passive Capital Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Passive Capital Management’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	$1.03M	Buy	+13,564	New	+$1.14M	0.32%	36
2026 Q1	–	Sell	-13,564	Closed	-$1.03M	–	106
2025 Q4	$1.03M	Buy	13,564 +270	+2%	+$20.2K	0.32%	36
2025 Q3	$978K	Buy	+13,294	New	+$947K	0.32%	38
2025 Q1	–	Sell	-12,598	Closed	-$833K	–	85
2024 Q4	$833K	Buy	12,598 +931	+8%	+$62.4K	0.29%	35
2024 Q3	$762K	Sell	11,667 -307	-3%	-$19.3K	0.27%	35
2024 Q2	$739K	Buy	11,974 +694	+6%	+$41.9K	0.27%	35
2024 Q1	$693K	Sell	11,280 -725	-6%	-$42.2K	0.27%	33
2023 Q4	$675K	Buy	12,005 +1,825	+18%	+$94.3K	0.27%	33
2023 Q3	$505K	Hold	10,180	–	–	0.23%	34
2023 Q2	$526K	Sell	10,180 -780	-7%	-$38.2K	0.22%	34
2023 Q1	$529K	Hold	10,960	–	–	0.23%	35
2022 Q4	$501K	Buy	+10,960	New	+$504K	0.23%	35

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Passive Capital Management's AVSU Position: Q2 2026 in Review

Passive Capital Management opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q2 2026: 13,564 shares worth $1.03M. The stake represents 0.32% of the portfolio and ranks #36 among its holdings. This is a return to the name: Passive Capital Management previously reported a position in AVSU as recently as Q4 2025.

Passive Capital Management first reported a position in AVSU in Q4 2022 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Passive Capital Management held 13,564 shares of Avantis Responsible US Equity ETF worth $1.03M as of Q2 2026.
Avantis Responsible US Equity ETF was a new Passive Capital Management position in Q2 2026.
Avantis Responsible US Equity ETF made up 0.32% of Passive Capital Management's portfolio in Q2 2026, its #36 holding.
Passive Capital Management first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 12 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.