Willow Creek Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Willow Creek 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
2025 Q3	$6.62M	Sell	89,985 -1,806	-2%	-$129K	0.55%	35
2025 Q2	$6.3M	Buy	91,791 +23,699	+35%	+$1.51M	0.57%	34
2025 Q1	$4.25M	Buy	68,092 +4,020	+6%	+$266K	0.41%	37
2024 Q4	$4.24M	Buy	64,072 +1,143	+2%	+$76.5K	0.43%	36
2024 Q3	$4.11M	Buy	62,929 +4,397	+8%	+$277K	0.43%	38
2024 Q2	$3.61M	Buy	58,532 +478	+0.8%	+$28.8K	0.41%	39
2024 Q1	$3.57M	Sell	58,054 -1,442	-2%	-$84K	0.42%	37
2023 Q4	$3.34M	Sell	59,496 -3,179	-5%	-$164K	0.42%	38
2023 Q3	$3.11M	Buy	62,675 +2,104	+3%	+$109K	0.46%	32
2023 Q2	$3.13M	Sell	60,571 -632	-1%	-$30.9K	0.44%	34
2023 Q1	$2.96M	Buy	61,203 +5,624	+10%	+$270K	0.46%	32
2022 Q4	$2.54M	Sell	55,579 -36,709	-40%	-$1.69M	0.42%	32
2022 Q3	$3.92M	Buy	92,288 +69,309	+302%	+$3.25M	0.76%	18
2022 Q2	$1.02M	Buy	+22,979	New	+$1.11M	0.19%	51

Other funds holding AVSU

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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

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

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Willow Creek Wealth Management's AVSU Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 2% in Q3 2025, selling an estimated $129K and leaving 89,985 shares worth $6.62M. The position accounts for 0.55% of the portfolio, ranked #35.

Willow Creek Wealth Management first reported a position in AVSU in Q2 2022 and has held it in 14 quarters since. 73 funds tracked by Wall St. Rank hold AVSU as of Q3 2025.

Willow Creek Wealth Management held 89,985 shares of Avantis Responsible US Equity ETF worth $6.62M as of Q3 2025.
Willow Creek Wealth Management sold 1,806 Avantis Responsible US Equity ETF shares in Q3 2025, an estimated $129K.
Avantis Responsible US Equity ETF made up 0.55% of Willow Creek Wealth Management's portfolio in Q3 2025, its #35 holding.
Willow Creek Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q2 2022 and has held it in 14 quarters since.
73 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.