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B&D White Capital Company’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

B&D White Capital Company’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 		$12.9M Buy
176,009
+35,156
+25% +$2.4M 1.28% 25
2026
Q1 		$8.78M Buy
140,853
+39,487
+39% +$2.48M 1.09% 24
2025
Q4 		$5.95M Buy
+101,366
New +$5.87M 0.69% 32
2025
Q2 		– Sell
-164,209
Closed -$7.95M – 79
2025
Q1 		$7.95M Buy
164,209
+89,373
+119% +$4.72M 1.17% 25
2024
Q4 		$4.07M Buy
74,836
+36,708
+96% +$2.05M 0.69% 19
2024
Q3 		$2.06M Buy
38,128
+28,091
+280% +$1.48M 0.36% 31
2024
Q2 		$501K Buy
10,037
+220
+2% +$11.1K 0.1% 28
2024
Q1 		$514K Sell
9,817
-79,297
-89% -$3.96M 0.11% 36
2023
Q4 		$4.55M Buy
+89,114
New +$4.04M 1.41% 16

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

B&D White Capital Company's AVSC Position: Q2 2026 in Review

B&D White Capital Company increased its Avantis US Small Cap Equity ETF (AVSC) stake by 25% in Q2 2026, buying an estimated $2.4M and bringing the position to 176,009 shares worth $12.9M. The position accounts for 1.28% of the portfolio, ranked #25.

B&D White Capital Company first reported a position in AVSC in Q4 2023 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • B&D White Capital Company held 176,009 shares of Avantis US Small Cap Equity ETF worth $12.9M as of Q2 2026.
  • B&D White Capital Company bought 35,156 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.4M.
  • Avantis US Small Cap Equity ETF made up 1.28% of B&D White Capital Company's portfolio in Q2 2026, its #25 holding.
  • B&D White Capital Company first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 9 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.