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Regatta Research & Money Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Regatta Research & Money Management’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 		$28.9K Buy
+395
New +$26.9K 0.03% 352

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
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
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM

Regatta Research & Money Management's AVSC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 395 shares worth $28.9K. The stake represents 0.03% of the portfolio and ranks #352 among its holdings.

205 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Regatta Research & Money Management held 395 shares of Avantis US Small Cap Equity ETF worth $28.9K as of Q2 2026.
  • Avantis US Small Cap Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #352 holding.
  • 205 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.