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 Q2	$50.4M	Buy	687,210 +2,997	+0.4%	+$204K	7.46%	4
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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's AVSC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 0.44% in Q2 2026, buying an estimated $204K and bringing the position to 687,210 shares worth $50.4M. The position accounts for 7.46% of the portfolio, ranked #4.

Elwood & Goetz Wealth Advisory Group first reported a position in AVSC in Q1 2023 and has held it in 14 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 687,210 shares of Avantis US Small Cap Equity ETF worth $50.4M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 2,997 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $204K.
Avantis US Small Cap Equity ETF made up 7.46% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 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 14 quarters since.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.