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 Q3	$2.49M	Sell	35,952 -134	-0.4%	-$9.7K	0.29%	68
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

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

Kavar Capital Partners Group's AVSC Position: Q3 2026 in Review

Kavar Capital Partners Group reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.37% in Q3 2026, selling an estimated $9.7K and leaving 35,952 shares worth $2.49M. The position accounts for 0.29% of the portfolio, ranked #68.

Kavar Capital Partners Group first reported a position in AVSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.65M in Q2 2026. 239 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Kavar Capital Partners Group held 35,952 shares of Avantis US Small Cap Equity ETF worth $2.49M as of Q3 2026.
Kavar Capital Partners Group sold 134 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $9.7K.
Avantis US Small Cap Equity ETF made up 0.29% of Kavar Capital Partners Group's portfolio in Q3 2026, its #68 holding.
Kavar Capital Partners Group first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
Kavar Capital Partners Group's Avantis US Small Cap Equity ETF position peaked at $2.65M in Q2 2026.
239 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Kavar Capital Partners Group's 13F filing for Q3 2026, filed 6 Nov 2026.