Northwestern Mutual Wealth Management
AVSC icon

Northwestern Mutual Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Northwestern Mutual Wealth Management’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 		$77.4M Buy
1,242,635
+78,254
+7% +$4.92M 0.05% 194
2025
Q4 		$68.4M Buy
1,164,381
+56,697
+5% +$3.28M 0.04% 215
2025
Q3 		$63.4M Buy
1,107,684
+51,269
+5% +$2.83M 0.04% 216
2025
Q2 		$54.5M Buy
1,056,415
+91,517
+9% +$4.42M 0.04% 233
2025
Q1 		$46.7M Buy
964,898
+123,758
+15% +$6.54M 0.04% 229
2024
Q4 		$45.7M Buy
841,140
+32,531
+4% +$1.82M 0.04% 216
2024
Q3 		$43.7M Buy
808,609
+75,117
+10% +$3.96M 0.04% 226
2024
Q2 		$36.6M Buy
733,492
+79,488
+12% +$4M 0.04% 243
2024
Q1 		$34.2M Buy
654,004
+634,228
+3,207% +$31.7M 0.04% 249
2023
Q4 		$1.01M Buy
19,776
+18,646
+1,650% +$845K ﹤0.01% 974
2023
Q3 		$50K Buy
+1,130
New +$52.6K ﹤0.01% 1977

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
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
TAWM
Three Arch Wealth Management Irvine, California $556M AUM

Northwestern Mutual Wealth Management's AVSC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 6.7% in Q1 2026, buying an estimated $4.92M and bringing the position to 1,242,635 shares worth $77.4M. The position accounts for 0.05% of the portfolio, ranked #194.

Northwestern Mutual Wealth Management first reported a position in AVSC in Q3 2023 and has held it in 11 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,242,635 shares of Avantis US Small Cap Equity ETF worth $77.4M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 78,254 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $4.92M.
  • Avantis US Small Cap Equity ETF made up 0.05% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.