Vista Capital Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Vista Capital Partners’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	$1.35M	Hold	18,216	–	–	0.14%	41
2025 Q4	$1.39M	Hold	18,216	–	–	0.14%	39
2025 Q3	$1.34M	Sell	18,216 -1,324	-7%	-$94.3K	0.14%	37
2025 Q2	$1.34M	Sell	19,540 -24	-0.1%	-$1.52K	0.15%	33
2025 Q1	$1.22M	Sell	19,564 -1,887	-9%	-$125K	0.15%	26
2024 Q4	$1.42M	Hold	21,451	–	–	0.17%	25
2024 Q3	$1.4M	Sell	21,451 -208	-1%	-$13.1K	0.16%	26
2024 Q2	$1.34M	Buy	21,659 +110	+0.5%	+$6.63K	0.17%	24
2024 Q1	$1.32M	Sell	21,549 -10	-0%	-$583	0.17%	25
2023 Q4	$1.21M	Sell	21,559 -2,515	-10%	-$130K	0.16%	25
2023 Q3	$1.19M	Buy	24,074 +6	+0%	+$310	0.18%	23
2023 Q2	$1.24M	Buy	24,068 +14	+0.1%	+$685	0.17%	24
2023 Q1	$1.16M	Sell	24,054 -38,912	-62%	-$1.87M	0.17%	23
2022 Q4	$2.88M	Buy	+62,966	New	+$2.9M	0.45%	13

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Vista Capital Partners's AVSU Position: Q1 2026 in Review

Vista Capital Partners held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 18,216 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #41.

Vista Capital Partners first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.88M in Q4 2022. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Vista Capital Partners held 18,216 shares of Avantis Responsible US Equity ETF worth $1.35M as of Q1 2026.
Vista Capital Partners left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
Avantis Responsible US Equity ETF made up 0.14% of Vista Capital Partners's portfolio in Q1 2026, its #41 holding.
Vista Capital Partners first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Vista Capital Partners's Avantis Responsible US Equity ETF position peaked at $2.88M in Q4 2022.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Vista Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.