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3 Factor Indexing’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

3 Factor Indexing’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28
Closed -$1.75K – 442
2026
Q1 		$1.75K Buy
+28
New +$1.76K ﹤0.01% 142

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

3 Factor Indexing's AVSC Position: Q2 2026 in Review

3 Factor Indexing sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 28 shares — an estimated $1.75K sold.

3 Factor Indexing first reported a position in AVSC in Q1 2026 and held it in 1 quarter. The position peaked at $1.75K in Q1 2026. 242 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • 3 Factor Indexing reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • 3 Factor Indexing sold 28 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $1.75K.
  • 3 Factor Indexing first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • 3 Factor Indexing's Avantis US Small Cap Equity ETF position peaked at $1.75K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.