Farther Finance Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Farther Finance Advisors’s Portfolio AVSF Stock Details AVSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Buy	8,963 +37	+0.4%	+$1.74K	﹤0.01%	1521
2025 Q4	$420K	Buy	8,926 +128	+1%	+$6.03K	﹤0.01%	1427
2025 Q3	$415K	Sell	8,798 -114	-1%	-$5.36K	0.01%	1173
2025 Q2	$419K	Buy	8,912 +26	+0.3%	+$1.21K	0.01%	992
2025 Q1	$414K	Sell	8,886 -123	-1%	-$5.7K	0.01%	867
2024 Q4	$416K	Buy	9,009 +125	+1%	+$5.81K	0.02%	663
2024 Q3	$419K	Buy	8,884 +247	+3%	+$11.5K	0.02%	670
2024 Q2	$397K	Buy	+8,637	New	+$397K	0.02%	570

Other funds holding AVSF

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return