VFP
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
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% -$9.75M 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

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Verus Financial Partners's AVSF Position: Q1 2026 in Review

Verus Financial Partners increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 0.99% in Q1 2026, buying an estimated $626K and bringing the position to 1,355,906 shares worth $63.4M. The position accounts for 5.69% of the portfolio, ranked #5.

Verus Financial Partners first reported a position in AVSF in Q2 2022 and has held it in 16 quarters since. The position peaked at $73.2M in Q3 2025. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • Verus Financial Partners held 1,355,906 shares of Avantis Short-Term Fixed Income ETF worth $63.4M as of Q1 2026.
  • Verus Financial Partners bought 13,308 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $626K.
  • Avantis Short-Term Fixed Income ETF made up 5.69% of Verus Financial Partners's portfolio in Q1 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 16 quarters since.
  • Verus Financial Partners's Avantis Short-Term Fixed Income ETF position peaked at $73.2M in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Verus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.