Plancorp LLC’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Plancorp LLC’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	$460K	Hold	5,250	–	–	0.01%	268
2026 Q1	$410K	Hold	5,250	–	–	0.01%	255
2025 Q4	$401K	Hold	5,250	–	–	0.01%	245
2025 Q3	$386K	Hold	5,250	–	–	0.01%	262
2025 Q2	$360K	Hold	5,250	–	–	0.01%	267
2025 Q1	$327K	Hold	5,250	–	–	0.01%	268
2024 Q4	$347K	Hold	5,250	–	–	0.01%	232
2024 Q3	$343K	Hold	5,250	–	–	0.01%	229
2024 Q2	$324K	Hold	5,250	–	–	0.01%	221
2024 Q1	$322K	Hold	5,250	–	–	0.01%	223
2023 Q4	$295K	Hold	5,250	–	–	0.01%	217
2023 Q3	$260K	Hold	5,250	–	–	0.01%	214
2023 Q2	$271K	Hold	5,250	–	–	0.01%	207
2023 Q1	$254K	Hold	5,250	–	–	0.01%	221
2022 Q4	$240K	Buy	+5,250	New	+$241K	0.01%	213

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

Plancorp LLC's AVSU Position: Q2 2026 in Review

Plancorp LLC held its Avantis Responsible US Equity ETF (AVSU) position steady in Q2 2026 at 5,250 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #268.

Plancorp LLC first reported a position in AVSU in Q4 2022 and has held it in 15 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Plancorp LLC held 5,250 shares of Avantis Responsible US Equity ETF worth $460K as of Q2 2026.
Plancorp LLC left its Avantis Responsible US Equity ETF share count unchanged in Q2 2026.
Avantis Responsible US Equity ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #268 holding.
Plancorp LLC first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 15 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.