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Index Fund Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Index Fund 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 		$255K Buy
5,478
+1,090
+25% +$50.8K 0.01% 121
2026
Q1 		$205K Buy
+4,388
New +$206K 0.01% 126
2025
Q3 		– Sell
-5,276
Closed -$248K – 147
2025
Q2 		$248K Buy
5,276
+57
+1% +$2.66K 0.01% 130
2025
Q1 		$244K Sell
5,219
-739
-12% -$34.3K 0.02% 84
2024
Q4 		$275K Buy
5,958
+1,384
+30% +$64.3K 0.01% 87
2024
Q3 		$216K Buy
4,574
+50
+1% +$2.33K 0.01% 102
2024
Q2 		$209K Sell
4,524
-9,822
-68% -$452K 0.01% 92
2024
Q1 		$664K Buy
14,346
+273
+2% +$12.6K 0.04% 46
2023
Q4 		$653K Buy
14,073
+197
+1% +$9.01K 0.04% 45
2023
Q3 		$632K Buy
13,876
+562
+4% +$25.7K 0.04% 45
2023
Q2 		$610K Buy
13,314
+147
+1% +$6.78K 0.04% 48
2023
Q1 		$610K Buy
13,167
+197
+2% +$9.08K 0.04% 47
2022
Q4 		$595K Buy
12,970
+140
+1% +$6.41K 0.04% 41
2022
Q3 		$585K Buy
+12,830
New +$598K 0.05% 44

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Index Fund Advisors's AVSF Position: Q2 2026 in Review

Index Fund Advisors increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 25% in Q2 2026, buying an estimated $50.8K and bringing the position to 5,478 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #121.

Index Fund Advisors first reported a position in AVSF in Q3 2022 and has held it in 14 quarters since. The position peaked at $664K in Q1 2024. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Index Fund Advisors held 5,478 shares of Avantis Short-Term Fixed Income ETF worth $255K as of Q2 2026.
  • Index Fund Advisors bought 1,090 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $50.8K.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #121 holding.
  • Index Fund Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2022 and has held it in 14 quarters since.
  • Index Fund Advisors's Avantis Short-Term Fixed Income ETF position peaked at $664K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.