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Werba Rubin Papier Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Werba Rubin Papier Wealth Management’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 		$268K Buy
+3,632
New +$281K 0.04% 212
2025
Q4 		– Sell
-4,168
Closed -$307K – 253
2025
Q3 		$307K Buy
4,168
+59
+1% +$4.2K 0.05% 168
2025
Q2 		$282K Buy
4,109
+175
+4% +$11.1K 0.05% 164
2025
Q1 		$245K Buy
3,934
+784
+25% +$51.9K 0.05% 158
2024
Q4 		$208K Buy
+3,150
New +$211K 0.05% 177

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

Werba Rubin Papier Wealth Management's AVSU Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q1 2026: 3,632 shares worth $268K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in AVSU as recently as Q3 2025.

Werba Rubin Papier Wealth Management first reported a position in AVSU in Q4 2024 and has held it in 5 quarters since. The position peaked at $307K in Q3 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 3,632 shares of Avantis Responsible US Equity ETF worth $268K as of Q1 2026.
  • Avantis Responsible US Equity ETF was a new Werba Rubin Papier Wealth Management position in Q1 2026.
  • Avantis Responsible US Equity ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • Werba Rubin Papier Wealth Management's Avantis Responsible US Equity ETF position peaked at $307K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.