JMBA
AVSC icon

J. M. Brown & Associates’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

J. M. Brown & Associates’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 		– Sell
-24,498
Closed -$1.8M – 139
2026
Q2 		$1.8M Buy
+24,498
New +$1.67M 1.03% 23

Other funds holding AVSC

Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

J. M. Brown & Associates's AVSC Position: Q3 2026 in Review

J. M. Brown & Associates sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2026, closing a stake of 24,498 shares — an estimated $1.8M sold.

J. M. Brown & Associates first reported a position in AVSC in Q2 2026 and held it in 1 quarter. The position peaked at $1.8M in Q2 2026. 239 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • J. M. Brown & Associates reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
  • J. M. Brown & Associates sold 24,498 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $1.8M.
  • J. M. Brown & Associates first reported a position in Avantis US Small Cap Equity ETF in Q2 2026 and held it in 1 quarter.
  • J. M. Brown & Associates's Avantis US Small Cap Equity ETF position peaked at $1.8M in Q2 2026.
  • 239 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.