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B&D White Capital Company’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

B&D White Capital Company’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 		$3.02M Buy
64,876
+1,873
+3% +$87.4K 0.3% 49
2026
Q1 		$2.95M Buy
63,003
+2,723
+5% +$128K 0.36% 37
2025
Q4 		$2.84M Buy
60,280
+3,220
+6% +$152K 0.33% 42
2025
Q3 		$2.69M Buy
57,060
+1,656
+3% +$77.9K 0.35% 42
2025
Q2 		$2.61M Buy
55,404
+827
+2% +$38.6K 0.4% 43
2025
Q1 		$2.56M Buy
54,577
+8,860
+19% +$411K 0.38% 36
2024
Q4 		$2.11M Buy
45,717
+34,754
+317% +$1.62M 0.36% 27
2024
Q3 		$517K Buy
10,963
+590
+6% +$27.5K 0.09% 55
2024
Q2 		$479K Sell
10,373
-65
-0.6% -$2.99K 0.1% 29
2024
Q1 		$483K Sell
10,438
-366
-3% -$16.9K 0.11% 37
2023
Q4 		$501K Buy
10,804
+62
+0.6% +$2.83K 0.16% 37
2023
Q3 		$489K Sell
10,742
-2,598
-19% -$119K 0.18% 35
2023
Q2 		$612K Buy
13,340
+2,237
+20% +$103K 0.21% 41
2023
Q1 		$514K Sell
11,103
-221
-2% -$10.2K 0.17% 40
2022
Q4 		$520K Sell
11,324
-6,262
-36% -$287K 0.13% 59
2022
Q3 		$802K Sell
17,586
-517
-3% -$24.1K 0.3% 38
2022
Q2 		$847K Sell
18,103
-39
-0.2% -$1.83K 0.36% 32
2022
Q1 		$863K Buy
18,142
+1,600
+10% +$77.6K 0.28% 37
2021
Q4 		$817K Buy
16,542
+4,639
+39% +$230K 0.27% 36
2021
Q3 		$593K Buy
+11,903
New +$595K 0.23% 56

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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

B&D White Capital Company increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 3% in Q2 2026, buying an estimated $87.4K and bringing the position to 64,876 shares worth $3.02M. The position accounts for 0.3% of the portfolio, ranked #49.

B&D White Capital Company first reported a position in AVSF in Q3 2021 and has held it in 20 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • B&D White Capital Company held 64,876 shares of Avantis Short-Term Fixed Income ETF worth $3.02M as of Q2 2026.
  • B&D White Capital Company bought 1,873 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $87.4K.
  • Avantis Short-Term Fixed Income ETF made up 0.3% of B&D White Capital Company's portfolio in Q2 2026, its #49 holding.
  • B&D White Capital Company first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2021 and has held it in 20 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

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