MFG
AVSC icon

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
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

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Mendota Financial Group's AVSC Position: Q2 2026 in Review

Mendota Financial Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 22% in Q2 2026, buying an estimated $870K and bringing the position to 69,707 shares worth $5.11M. The position accounts for 3.17% of the portfolio, ranked #13.

Mendota Financial Group first reported a position in AVSC in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Mendota Financial Group held 69,707 shares of Avantis US Small Cap Equity ETF worth $5.11M as of Q2 2026.
  • Mendota Financial Group bought 12,753 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $870K.
  • Avantis US Small Cap Equity ETF made up 3.17% of Mendota Financial Group's portfolio in Q2 2026, its #13 holding.
  • Mendota Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.