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Team Hewins’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Team Hewins’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 		$428K Buy
4,840
+1
+0% +$84 0.12% 28
2026
Q1 		$358K Buy
4,839
+53
+1% +$4.1K 0.11% 31
2025
Q4 		$365K Buy
4,786
+1
+0% +$75 0.12% 28
2025
Q3 		$352K Hold
4,785
– – 0.12% 26
2025
Q2 		$328K Buy
+4,785
New +$304K 0.12% 24

Other funds holding AVSU

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return

Team Hewins's AVSU Position: Q2 2026 in Review

Team Hewins increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 4,840 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #28.

Team Hewins first reported a position in AVSU in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Team Hewins held 4,840 shares of Avantis Responsible US Equity ETF worth $428K as of Q2 2026.
  • Team Hewins bought 1 Avantis Responsible US Equity ETF share in Q2 2026, an estimated $84.
  • Avantis Responsible US Equity ETF made up 0.12% of Team Hewins's portfolio in Q2 2026, its #28 holding.
  • Team Hewins first reported a position in Avantis Responsible US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.