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Heritage Oak Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Heritage Oak Wealth 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
Q2 		– Sell
-154,877
Closed -$7.25M – 102
2026
Q1 		$7.25M Buy
+154,877
New +$7.29M 2.3% 6

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Heritage Oak Wealth Advisors's AVSF Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026, closing a stake of 154,877 shares — an estimated $7.25M sold.

Heritage Oak Wealth Advisors first reported a position in AVSF in Q1 2026 and held it in 1 quarter. The position peaked at $7.25M in Q1 2026. 27 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 154,877 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $7.25M.
  • Heritage Oak Wealth Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Avantis Short-Term Fixed Income ETF position peaked at $7.25M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.