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Medallion Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Medallion Wealth Advisors’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
Q1 		$60.2K Hold
967
– – 0.02% 442
2025
Q4 		$56.8K Hold
967
– – 0.02% 454
2025
Q3 		$55.4K Hold
967
– – 0.02% 454
2025
Q2 		$51K Buy
+967
New +$46.7K 0.02% 461

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Medallion Wealth Advisors's AVSC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q1 2026 at 967 shares worth $60.2K. The position accounts for 0.02% of the portfolio, ranked #442.

Medallion Wealth Advisors first reported a position in AVSC in Q2 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Medallion Wealth Advisors held 967 shares of Avantis US Small Cap Equity ETF worth $60.2K as of Q1 2026.
  • Medallion Wealth Advisors left its Avantis US Small Cap Equity ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Equity ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #442 holding.
  • Medallion Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.