O'Brien Wealth Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

O'Brien Wealth Partners’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
2025 Q4	$210K	Buy	+3,580	New	+$207K	0.03%	83

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

O'Brien Wealth Partners's AVSC Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q4 2025: 3,580 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #83 among its holdings.

205 funds tracked by Wall St. Rank hold AVSC as of Q4 2025.

O'Brien Wealth Partners held 3,580 shares of Avantis US Small Cap Equity ETF worth $210K as of Q4 2025.
Avantis US Small Cap Equity ETF was a new O'Brien Wealth Partners position in Q4 2025.
Avantis US Small Cap Equity ETF made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #83 holding.
205 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.