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Farther Finance Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Farther Finance 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 		$1.5M Buy
20,455
+235
+1% +$16K 0.01% 873
2026
Q1 		$1.27M Buy
20,220
+3,333
+20% +$210K 0.01% 848
2025
Q4 		$992K Sell
16,887
-249
-1% -$14.4K 0.01% 893
2025
Q3 		$981K Sell
17,136
-27,280
-61% -$1.5M 0.01% 738
2025
Q2 		$2.29M Buy
44,416
+7,897
+22% +$381K 0.05% 328
2025
Q1 		$1.77M Sell
36,519
-9,240
-20% -$488K 0.05% 330
2024
Q4 		$2.49M Buy
45,759
+9,158
+25% +$511K 0.09% 182
2024
Q3 		$1.98M Buy
36,601
+20
+0.1% +$1.06K 0.07% 211
2024
Q2 		$1.81M Buy
36,581
+1,824
+5% +$91.8K 0.09% 181
2024
Q1 		$1.8M Buy
34,757
+1,824
+6% +$91.2K 0.11% 161
2023
Q4 		$1.68M Buy
32,933
+3,228
+11% +$146K 0.12% 153
2023
Q3 		$1.32M Buy
29,705
+11,979
+68% +$558K 0.21% 94
2023
Q2 		$809K Buy
17,726
+5,757
+48% +$250K 0.18% 110
2023
Q1 		$528K Buy
11,969
+5,174
+76% +$237K 0.15% 122
2022
Q4 		$295K Buy
+6,795
New +$297K 0.11% 176

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

Farther Finance Advisors's AVSC Position: Q2 2026 in Review

Farther Finance Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 1.2% in Q2 2026, buying an estimated $16K and bringing the position to 20,455 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #873.

Farther Finance Advisors first reported a position in AVSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.49M in Q4 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Farther Finance Advisors held 20,455 shares of Avantis US Small Cap Equity ETF worth $1.5M as of Q2 2026.
  • Farther Finance Advisors bought 235 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $16K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #873 holding.
  • Farther Finance Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Avantis US Small Cap Equity ETF position peaked at $2.49M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.