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Allodium Investment Consultants’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Allodium Investment Consultants’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64M Buy
99,663
+10,269
+11% +$479K 1.97% 14
2026
Q1 		$4.18M Buy
89,394
+38,910
+77% +$1.83M 2% 14
2025
Q4 		$2.38M Buy
50,484
+15,006
+42% +$707K 1.2% 22
2025
Q3 		$1.68M Buy
35,478
+2,900
+9% +$136K 0.95% 25
2025
Q2 		$1.53M Buy
32,578
+2,163
+7% +$101K 0.97% 24
2025
Q1 		$1.42M Buy
30,415
+6,359
+26% +$295K 1.05% 23
2024
Q4 		$1.11M Buy
+24,056
New +$1.12M 0.93% 24

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return

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

Allodium Investment Consultants increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 11% in Q2 2026, buying an estimated $479K and bringing the position to 99,663 shares worth $4.64M. The position accounts for 1.97% of the portfolio, ranked #14.

Allodium Investment Consultants first reported a position in AVSF in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Allodium Investment Consultants held 99,663 shares of Avantis Short-Term Fixed Income ETF worth $4.64M as of Q2 2026.
  • Allodium Investment Consultants bought 10,269 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $479K.
  • Avantis Short-Term Fixed Income ETF made up 1.97% of Allodium Investment Consultants's portfolio in Q2 2026, its #14 holding.
  • Allodium Investment Consultants first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 65 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

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