Mendota Financial Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Mendota Financial 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	$5.16M	Buy	74,670 +4,963	+7%	+$360K	3.2%	12
2026 Q2	$5.11M	Buy	69,707 +12,753	+22%	+$870K	3.17%	13
2026 Q1	$3.55M	Buy	56,954 +9,833	+21%	+$618K	2.63%	13
2025 Q4	$2.77M	Buy	47,121 +20,234	+75%	+$1.17M	2.01%	14
2025 Q3	$1.54M	Buy	26,887 +8,173	+44%	+$451K	1.15%	17
2025 Q2	$965K	Buy	+18,714	New	+$904K	0.91%	19

Other funds holding AVSC

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Mendota Financial Group's AVSC Position: Q3 2026 in Review

Mendota Financial Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 7.1% in Q3 2026, buying an estimated $360K and bringing the position to 74,670 shares worth $5.16M. The position accounts for 3.2% of the portfolio, ranked #12.

Mendota Financial Group first reported a position in AVSC in Q2 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Mendota Financial Group held 74,670 shares of Avantis US Small Cap Equity ETF worth $5.16M as of Q3 2026.
Mendota Financial Group bought 4,963 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $360K.
Avantis US Small Cap Equity ETF made up 3.2% of Mendota Financial Group's portfolio in Q3 2026, its #12 holding.
Mendota Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.