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

EP Wealth 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	$198K	Buy	+2,703	New	+$184K	﹤0.01%	1515

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

EP Wealth Advisors's AVSC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 2,703 shares worth $198K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

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

EP Wealth Advisors held 2,703 shares of Avantis US Small Cap Equity ETF worth $198K as of Q2 2026.
Avantis US Small Cap Equity ETF was a new EP Wealth Advisors position in Q2 2026.
Avantis US Small Cap Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1515 holding.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.