Allodium Investment Consultants’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Allodium Investment Consultants’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	$3.58M	Buy	48,854 +2,160	+5%	+$147K	1.52%	18
2026 Q1	$2.91M	Buy	46,694 +4,220	+10%	+$265K	1.39%	19
2025 Q4	$2.49M	Buy	42,474 +5,283	+14%	+$306K	1.26%	20
2025 Q3	$2.13M	Buy	37,191 +7,941	+27%	+$438K	1.2%	22
2025 Q2	$1.51M	Buy	29,250 +10,149	+53%	+$490K	0.95%	25
2025 Q1	$924K	Buy	19,101 +4,705	+33%	+$248K	0.68%	28
2024 Q4	$783K	Buy	+14,396	New	+$804K	0.65%	29

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Allodium Investment Consultants's AVSC Position: Q2 2026 in Review

Allodium Investment Consultants increased its Avantis US Small Cap Equity ETF (AVSC) stake by 4.6% in Q2 2026, buying an estimated $147K and bringing the position to 48,854 shares worth $3.58M. The position accounts for 1.52% of the portfolio, ranked #18.

Allodium Investment Consultants first reported a position in AVSC in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Allodium Investment Consultants held 48,854 shares of Avantis US Small Cap Equity ETF worth $3.58M as of Q2 2026.
Allodium Investment Consultants bought 2,160 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $147K.
Avantis US Small Cap Equity ETF made up 1.52% of Allodium Investment Consultants's portfolio in Q2 2026, its #18 holding.
Allodium Investment Consultants first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
177 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.