Verus Financial Partners
AVSF icon

Verus Financial Partners’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Verus Financial Partners’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60.7M Sell
1,330,056
-28,282
-2% -$1.31M 5.16% 5
2026
Q2 		$63.3M Buy
1,358,338
+2,432
+0.2% +$113K 5.41% 5
2026
Q1 		$63.4M Buy
1,355,906
+13,308
+1% +$626K 5.69% 5
2025
Q4 		$63.3M Sell
1,342,598
-206,884
-13% -$9.8M 5.82% 4
2025
Q3 		$73.2M Buy
1,549,482
+46,505
+3% +$2.19M 7.04% 4
2025
Q2 		$70.3M Buy
1,502,977
+42,661
+3% +$1.99M 7.17% 4
2025
Q1 		$67.9M Buy
1,460,316
+30,849
+2% +$1.43M 7.74% 3
2024
Q4 		$65.7M Buy
1,429,467
+38,713
+3% +$1.8M 7.38% 3
2024
Q3 		$65.4M Buy
1,390,754
+26,321
+2% +$1.23M 7.16% 4
2024
Q2 		$63M Buy
1,364,433
+38,523
+3% +$1.77M 7.32% 4
2024
Q1 		$61.4M Buy
1,325,910
+38,231
+3% +$1.77M 7.19% 3
2023
Q4 		$59.7M Buy
1,287,679
+14,531
+1% +$665K 7.39% 3
2023
Q3 		$57.8M Buy
1,273,148
+102,331
+9% +$4.68M 7.54% 3
2023
Q2 		$53.6M Buy
1,170,817
+91,854
+9% +$4.24M 6.76% 4
2023
Q1 		$50.1M Buy
1,078,963
+69,578
+7% +$3.21M 6.83% 5
2022
Q4 		$46.9M Buy
1,009,385
+301,071
+43% +$13.8M 6.45% 7
2022
Q3 		$32.2M Buy
708,314
+685,488
+3,003% +$32M 4.87% 7
2022
Q2 		$1.07M Buy
+22,826
New +$1.07M 0.15% 33

Other funds holding AVSF

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
Approach Retirement Advisors
Approach Retirement Advisors Vestavia, Alabama $135M AUM 11.41% 1-Year Est. Return

Verus Financial Partners's AVSF Position: Q3 2026 in Review

Verus Financial Partners reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 2.1% in Q3 2026, selling an estimated $1.31M and leaving 1,330,056 shares worth $60.7M. The position accounts for 5.16% of the portfolio, ranked #5.

Verus Financial Partners first reported a position in AVSF in Q2 2022 and has held it in 18 quarters since. The position peaked at $73.2M in Q3 2025. 28 funds tracked by Wall St. Rank hold AVSF as of Q3 2026.

  • Verus Financial Partners held 1,330,056 shares of Avantis Short-Term Fixed Income ETF worth $60.7M as of Q3 2026.
  • Verus Financial Partners sold 28,282 Avantis Short-Term Fixed Income ETF shares in Q3 2026, an estimated $1.31M.
  • Avantis Short-Term Fixed Income ETF made up 5.16% of Verus Financial Partners's portfolio in Q3 2026, its #5 holding.
  • Verus Financial Partners first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Verus Financial Partners's Avantis Short-Term Fixed Income ETF position peaked at $73.2M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2026.

Based on Verus Financial Partners's 13F filing for Q3 2026, filed 29 Oct 2026.