MFC
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Morris Financial Concepts’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Morris Financial Concepts’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Buy
10,986
+494
+5% +$23K 0.16% 81
2026
Q1 		$491K Buy
10,492
+819
+8% +$38.5K 0.17% 75
2025
Q4 		$455K Sell
9,673
-144
-1% -$6.79K 0.16% 78
2025
Q3 		$464K Buy
9,817
+845
+9% +$39.7K 0.17% 75
2025
Q2 		$422K Sell
8,972
-324
-3% -$15.1K 0.17% 76
2025
Q1 		$434K Buy
9,296
+34
+0.4% +$1.58K 0.18% 75
2024
Q4 		$427K Buy
9,262
+839
+10% +$39K 0.18% 73
2024
Q3 		$397K Sell
8,423
-69
-0.8% -$3.22K 0.17% 75
2024
Q2 		$392K Buy
8,492
+1,444
+20% +$66.4K 0.19% 73
2024
Q1 		$326K Sell
7,048
-393
-5% -$18.2K 0.17% 72
2023
Q4 		$345K Buy
7,441
+853
+13% +$39K 0.2% 64
2023
Q3 		$300K Buy
6,588
+475
+8% +$21.7K 0.2% 67
2023
Q2 		$280K Buy
6,113
+667
+12% +$30.8K 0.18% 72
2023
Q1 		$252K Sell
5,446
-89
-2% -$4.1K 0.18% 72
2022
Q4 		$254K Buy
5,535
+2,332
+73% +$107K 0.21% 69
2022
Q3 		$146K Buy
3,203
+713
+29% +$33.2K 0.15% 70
2022
Q2 		$117K Sell
2,490
-25
-1% -$1.18K 0.11% 73
2022
Q1 		$120K Buy
2,515
+1,163
+86% +$56.4K 0.1% 74
2021
Q4 		$67K Buy
+1,352
New +$67K 0.06% 76

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morris Financial Concepts's AVSF Position: Q2 2026 in Review

Morris Financial Concepts increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 4.7% in Q2 2026, buying an estimated $23K and bringing the position to 10,986 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #81.

Morris Financial Concepts first reported a position in AVSF in Q4 2021 and has held it in 19 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Morris Financial Concepts held 10,986 shares of Avantis Short-Term Fixed Income ETF worth $512K as of Q2 2026.
  • Morris Financial Concepts bought 494 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $23K.
  • Avantis Short-Term Fixed Income ETF made up 0.16% of Morris Financial Concepts's portfolio in Q2 2026, its #81 holding.
  • Morris Financial Concepts first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.