Kavar Capital Partners Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Kavar Capital Partners Group’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 Q2	$2.65M	Sell	36,086 -40	-0.1%	-$2.73K	0.33%	63
2026 Q1	$2.25M	Sell	36,126 -1,344	-4%	-$84.5K	0.28%	72
2025 Q4	$2.2M	Sell	37,470 -2,554	-6%	-$148K	0.3%	67
2025 Q3	$2.29M	Sell	40,024 -3,008	-7%	-$166K	0.31%	71
2025 Q2	$2.22M	Buy	+43,032	New	+$2.08M	0.32%	71

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kavar Capital Partners Group's AVSC Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.11% in Q2 2026, selling an estimated $2.73K and leaving 36,086 shares worth $2.65M. The position accounts for 0.33% of the portfolio, ranked #63.

Kavar Capital Partners Group first reported a position in AVSC in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Kavar Capital Partners Group held 36,086 shares of Avantis US Small Cap Equity ETF worth $2.65M as of Q2 2026.
Kavar Capital Partners Group sold 40 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.73K.
Avantis US Small Cap Equity ETF made up 0.33% of Kavar Capital Partners Group's portfolio in Q2 2026, its #63 holding.
Kavar Capital Partners Group first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.