Bank of Ann Arbor’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Bank of Ann Arbor’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 Q3	$4.07M	Buy	+58,819	New	+$4.27M	0.58%	38

Other funds holding AVSC

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Bank of Ann Arbor's AVSC Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2026: 58,819 shares worth $4.07M. The stake represents 0.58% of the portfolio and ranks #38 among its holdings.

239 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Bank of Ann Arbor held 58,819 shares of Avantis US Small Cap Equity ETF worth $4.07M as of Q3 2026.
Avantis US Small Cap Equity ETF was a new Bank of Ann Arbor position in Q3 2026.
Avantis US Small Cap Equity ETF made up 0.58% of Bank of Ann Arbor's portfolio in Q3 2026, its #38 holding.
239 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.