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Bridgewater Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Bridgewater Advisors’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 		$801K Buy
10,872
+3,632
+50% +$248K 0.04% 197
2026
Q1 		$486K Sell
7,240
-448
-6% -$28.2K 0.03% 257
2025
Q4 		$491K Sell
7,688
-328
-4% -$19K 0.03% 261
2025
Q3 		$451K Sell
8,016
-303
-4% -$16.7K 0.03% 270
2025
Q2 		$446K Buy
8,319
+403
+5% +$19.5K 0.03% 269
2025
Q1 		$370K Buy
+7,916
New +$418K 0.03% 281
2022
Q3 		– Sell
-9,467
Closed -$388K – 132
2022
Q2 		$388K Buy
+9,467
New +$420K 0.08% 160

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

Bridgewater Advisors's AVSC Position: Q2 2026 in Review

Bridgewater Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 50% in Q2 2026, buying an estimated $248K and bringing the position to 10,872 shares worth $801K. The position accounts for 0.04% of the portfolio, ranked #197.

Bridgewater Advisors first reported a position in AVSC in Q2 2022 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Bridgewater Advisors held 10,872 shares of Avantis US Small Cap Equity ETF worth $801K as of Q2 2026.
  • Bridgewater Advisors bought 3,632 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $248K.
  • Avantis US Small Cap Equity ETF made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #197 holding.
  • Bridgewater Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.