Vestment Financial’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Vestment Financial’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	$2.55M	Buy	29,043 +2,584	+10%	+$216K	1.15%	20
2026 Q1	$2.16M	Buy	26,459 +2,280	+9%	+$176K	1.02%	20
2025 Q4	$1.9M	Sell	24,179 -685	-3%	-$51.3K	0.98%	20
2025 Q3	$1.84M	Buy	24,864 +1,291	+5%	+$91.9K	1.05%	20
2025 Q2	$1.63M	Buy	23,573 +5,471	+30%	+$348K	1.03%	21
2025 Q1	$1.13M	Buy	18,102 +1,511	+9%	+$100K	0.81%	21
2024 Q4	$1.1M	Buy	+16,591	New	+$1.11M	0.84%	21

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

Vestment Financial's AVSU Position: Q2 2026 in Review

Vestment Financial increased its Avantis Responsible US Equity ETF (AVSU) stake by 9.8% in Q2 2026, buying an estimated $216K and bringing the position to 29,043 shares worth $2.55M. The position accounts for 1.15% of the portfolio, ranked #20.

Vestment Financial first reported a position in AVSU in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Vestment Financial held 29,043 shares of Avantis Responsible US Equity ETF worth $2.55M as of Q2 2026.
Vestment Financial bought 2,584 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $216K.
Avantis Responsible US Equity ETF made up 1.15% of Vestment Financial's portfolio in Q2 2026, its #20 holding.
Vestment Financial first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.