EGWAG
AVSC icon

Elwood & Goetz Wealth Advisory Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q1 		$42.6M Buy
684,213
+47,544
+7% +$2.99M 7.24% 4
2025
Q4 		$37.4M Buy
636,669
+44,193
+7% +$2.56M 6.58% 5
2025
Q3 		$33.9M Buy
592,476
+31,488
+6% +$1.74M 6.51% 5
2025
Q2 		$28.9M Buy
560,988
+5,508
+1% +$266K 6.25% 5
2025
Q1 		$26.9M Sell
555,480
-8,526
-2% -$450K 6.57% 6
2024
Q4 		$30.7M Buy
564,006
+24,005
+4% +$1.34M 7.48% 5
2024
Q3 		$29.2M Buy
540,001
+34,776
+7% +$1.84M 7.22% 5
2024
Q2 		$25.2M Buy
505,225
+43,494
+9% +$2.19M 7.16% 5
2024
Q1 		$24.2M Buy
461,731
+19,552
+4% +$978K 5.87% 6
2023
Q4 		$22.6M Buy
442,179
+16,094
+4% +$729K 4.77% 9
2023
Q3 		$18.9M Sell
426,085
-10,251
-2% -$477K 4.37% 9
2023
Q2 		$19.9M Buy
436,336
+36,741
+9% +$1.6M 4.54% 9
2023
Q1 		$17.6M Buy
+399,595
New +$18.3M 4.21% 9

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM

Elwood & Goetz Wealth Advisory Group's AVSC Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 7.5% in Q1 2026, buying an estimated $2.99M and bringing the position to 684,213 shares worth $42.6M. The position accounts for 7.24% of the portfolio, ranked #4.

Elwood & Goetz Wealth Advisory Group first reported a position in AVSC in Q1 2023 and has held it in 13 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 684,213 shares of Avantis US Small Cap Equity ETF worth $42.6M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 47,544 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $2.99M.
  • Avantis US Small Cap Equity ETF made up 7.24% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #4 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.