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WealthCollab’s Avantis Responsible US Equity ETF AVSU Stock Holding History

WealthCollab’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 		$246K Buy
2,779
+1,124
+68% +$94.1K 0.09% 80
2026
Q1 		$122K Buy
1,655
+796
+93% +$61.6K 0.05% 105
2025
Q4 		$65.5K Hold
859
– – 0.03% 188
2025
Q3 		$63.2K Hold
859
– – 0.03% 171
2025
Q2 		$58.9K Hold
859
– – 0.03% 166
2025
Q1 		$53.6K Buy
859
+318
+59% +$21.1K 0.03% 154
2024
Q4 		$35.8K Hold
541
– – 0.02% 203
2024
Q3 		$35.3K Hold
541
– – 0.02% 208
2024
Q2 		$33.4K Sell
541
-2
-0.4% -$121 0.02% 198
2024
Q1 		$33.4K Hold
543
– – 0.02% 202
2023
Q4 		$30.5K Buy
+543
New +$28K 0.02% 193

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
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

WealthCollab's AVSU Position: Q2 2026 in Review

WealthCollab increased its Avantis Responsible US Equity ETF (AVSU) stake by 68% in Q2 2026, buying an estimated $94.1K and bringing the position to 2,779 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #80.

WealthCollab first reported a position in AVSU in Q4 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • WealthCollab held 2,779 shares of Avantis Responsible US Equity ETF worth $246K as of Q2 2026.
  • WealthCollab bought 1,124 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $94.1K.
  • Avantis Responsible US Equity ETF made up 0.09% of WealthCollab's portfolio in Q2 2026, its #80 holding.
  • WealthCollab first reported a position in Avantis Responsible US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.