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AVSC icon

Evanson Asset Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Evanson Asset Management’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 		$1.1M Buy
17,664
+11
+0.1% +$692 0.06% 126
2025
Q4 		$1.04M Buy
17,653
+252
+1% +$14.6K 0.06% 138
2025
Q3 		$996K Buy
17,401
+755
+5% +$41.6K 0.06% 142
2025
Q2 		$858K Buy
16,646
+8,930
+116% +$431K 0.05% 151
2025
Q1 		$373K Buy
7,716
+21
+0.3% +$1.11K 0.03% 209
2024
Q4 		$418K Buy
7,695
+653
+9% +$36.5K 0.03% 199
2024
Q3 		$380K Buy
7,042
+17
+0.2% +$897 0.03% 208
2024
Q2 		$351K Sell
7,025
-830
-11% -$41.8K 0.03% 208
2024
Q1 		$411K Buy
+7,855
New +$393K 0.03% 204

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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

Evanson Asset Management's AVSC Position: Q1 2026 in Review

Evanson Asset Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 0.06% in Q1 2026, buying an estimated $692 and bringing the position to 17,664 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #126.

Evanson Asset Management first reported a position in AVSC in Q1 2024 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Evanson Asset Management held 17,664 shares of Avantis US Small Cap Equity ETF worth $1.1M as of Q1 2026.
  • Evanson Asset Management bought 11 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $692.
  • Avantis US Small Cap Equity ETF made up 0.06% of Evanson Asset Management's portfolio in Q1 2026, its #126 holding.
  • Evanson Asset Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 220 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.