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Appleton Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Appleton Partners’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 		$8.62M Buy
+117,484
New +$8.02M 0.53% 56

Other funds holding AVSC

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Appleton Partners's AVSC Position: Q2 2026 in Review

Appleton Partners opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 117,484 shares worth $8.62M. The stake represents 0.53% of the portfolio and ranks #56 among its holdings.

60 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Appleton Partners held 117,484 shares of Avantis US Small Cap Equity ETF worth $8.62M as of Q2 2026.
  • Avantis US Small Cap Equity ETF was a new Appleton Partners position in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.53% of Appleton Partners's portfolio in Q2 2026, its #56 holding.
  • 60 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.