AWM
AVSC icon

Accredited Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$82K Buy
7,885
+6,270
+388% +$346K 0.06% 113
2025
Q2 		$83.3K Buy
+1,615
New +$78K 0.07% 109
2025
Q1 		– Sell
-2,011
Closed -$109K – 379
2024
Q4 		$109K Buy
+2,011
New +$112K 0.1% 91

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Accredited Wealth Management's AVSC Position: Q3 2025 in Review

Accredited Wealth Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 388% in Q3 2025, buying an estimated $346K and bringing the position to 7,885 shares worth $82K. The position accounts for 0.06% of the portfolio, ranked #113.

Accredited Wealth Management first reported a position in AVSC in Q4 2024 and has held it in 3 quarters since. The position peaked at $109K in Q4 2024. 174 funds tracked by Wall St. Rank hold AVSC as of Q3 2025.

  • Accredited Wealth Management held 7,885 shares of Avantis US Small Cap Equity ETF worth $82K as of Q3 2025.
  • Accredited Wealth Management bought 6,270 Avantis US Small Cap Equity ETF shares in Q3 2025, an estimated $346K.
  • Avantis US Small Cap Equity ETF made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #113 holding.
  • Accredited Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Accredited Wealth Management's Avantis US Small Cap Equity ETF position peaked at $109K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2025.

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