Cape Investment Advisory’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Cape Investment Advisory’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	$1.17K	Buy	+16	New	+$1.09K	﹤0.01%	1311

Other funds holding AVSC

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cape Investment Advisory's AVSC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 16 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings.

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

Cape Investment Advisory held 16 shares of Avantis US Small Cap Equity ETF worth $1.17K as of Q2 2026.
Avantis US Small Cap Equity ETF was a new Cape Investment Advisory position in Q2 2026.
Avantis US Small Cap Equity ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1311 holding.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.