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

Savant Capital’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 		$1.87M Sell
25,342
-328
-1% -$25.4K 0.01% 441
2025
Q4 		$1.96M Sell
25,670
-2,547
-9% -$191K 0.01% 407
2025
Q3 		$2.08M Buy
+28,217
New +$2.01M 0.01% 390

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 $71.6B AUM 21.08% 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

Savant Capital's AVSU Position: Q1 2026 in Review

Savant Capital reduced its Avantis Responsible US Equity ETF (AVSU) stake by 1.3% in Q1 2026, selling an estimated $25.4K and leaving 25,342 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #441.

Savant Capital first reported a position in AVSU in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q3 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Savant Capital held 25,342 shares of Avantis Responsible US Equity ETF worth $1.87M as of Q1 2026.
  • Savant Capital sold 328 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $25.4K.
  • Avantis Responsible US Equity ETF made up 0.01% of Savant Capital's portfolio in Q1 2026, its #441 holding.
  • Savant Capital first reported a position in Avantis Responsible US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Savant Capital's Avantis Responsible US Equity ETF position peaked at $2.08M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.