Silver Oak Advisory Group’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Silver Oak Advisory Group’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	$567K	Buy	+6,409	New	+$537K	0.22%	41

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

Silver Oak Advisory Group's AVSU Position: Q2 2026 in Review

Silver Oak Advisory Group opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q2 2026: 6,409 shares worth $567K. The stake represents 0.22% of the portfolio and ranks #41 among its holdings.

90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Silver Oak Advisory Group held 6,409 shares of Avantis Responsible US Equity ETF worth $567K as of Q2 2026.
Avantis Responsible US Equity ETF was a new Silver Oak Advisory Group position in Q2 2026.
Avantis Responsible US Equity ETF made up 0.22% of Silver Oak Advisory Group's portfolio in Q2 2026, its #41 holding.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.