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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
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 $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

Vestment Financial's AVSU Position: Q1 2026 in Review

Vestment Financial increased its Avantis Responsible US Equity ETF (AVSU) stake by 9.4% in Q1 2026, buying an estimated $176K and bringing the position to 26,459 shares worth $2.16M. The position accounts for 1.02% of the portfolio, ranked #20.

Vestment Financial first reported a position in AVSU in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Vestment Financial held 26,459 shares of Avantis Responsible US Equity ETF worth $2.16M as of Q1 2026.
  • Vestment Financial bought 2,280 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $176K.
  • Avantis Responsible US Equity ETF made up 1.02% of Vestment Financial's portfolio in Q1 2026, its #20 holding.
  • Vestment Financial first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Vestment Financial's 13F filing for Q1 2026, filed 1 May 2026.