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AVSC icon

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

NewEdge 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 		$113K Buy
1,810
+125
+7% +$7.86K ﹤0.01% 2722
2025
Q4 		$99K Buy
1,685
+50
+3% +$2.9K ﹤0.01% 2766
2025
Q3 		$93.6K Buy
+1,635
New +$90.2K ﹤0.01% 2623
2024
Q4 		– Sell
-198
Closed -$10.7K – 3909
2024
Q3 		$10.7K Hold
198
– – ﹤0.01% 2916
2024
Q2 		$9.88K Hold
198
– – ﹤0.01% 2865
2024
Q1 		$10.4K Sell
198
-64
-24% -$3.2K ﹤0.01% 2869
2023
Q4 		$13.4K Sell
262
-16,366
-98% -$741K ﹤0.01% 2735
2023
Q3 		$736K Buy
16,628
+1,055
+7% +$49.1K 0.01% 1001
2023
Q2 		$711K Buy
+15,573
New +$677K 0.01% 1023

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 $987M AUM 17.8% 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