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
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% -$9.75M 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 $3.56B AUM 16.28% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Verus Financial Partners's AVSF Position: Q2 2026 in Review

Verus Financial Partners increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 0.18% in Q2 2026, buying an estimated $113K and bringing the position to 1,358,338 shares worth $63.3M. The position accounts for 5.41% of the portfolio, ranked #5.

Verus Financial Partners first reported a position in AVSF in Q2 2022 and has held it in 17 quarters since. The position peaked at $73.2M in Q3 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Verus Financial Partners held 1,358,338 shares of Avantis Short-Term Fixed Income ETF worth $63.3M as of Q2 2026.
  • Verus Financial Partners bought 2,432 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $113K.
  • Avantis Short-Term Fixed Income ETF made up 5.41% of Verus Financial Partners's portfolio in Q2 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 17 quarters since.
  • Verus Financial Partners's Avantis Short-Term Fixed Income ETF position peaked at $73.2M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.