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

OneDigital Investment 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
Q2 		$10.5M Sell
143,064
-363
-0.3% -$24.8K 0.09% 191
2026
Q1 		$8.94M Buy
143,427
+388
+0.3% +$24.4K 0.09% 186
2025
Q4 		$8.4M Sell
143,039
-6,948
-5% -$403K 0.08% 193
2025
Q3 		$8.59M Sell
149,987
-26,678
-15% -$1.47M 0.09% 184
2025
Q2 		$9.11M Sell
176,665
-15,602
-8% -$753K 0.1% 169
2025
Q1 		$9.31M Sell
192,267
-1,607
-0.8% -$84.9K 0.11% 163
2024
Q4 		$10.5M Buy
193,874
+8,232
+4% +$460K 0.12% 145
2024
Q3 		$10M Buy
185,642
+3,671
+2% +$194K 0.11% 154
2024
Q2 		$9.08M Buy
181,971
+4,704
+3% +$237K 0.11% 157
2024
Q1 		$9.28M Buy
177,267
+3,865
+2% +$193K 0.15% 135
2023
Q4 		$8.85M Buy
173,402
+12,294
+8% +$557K 0.16% 131
2023
Q3 		$7.13M Buy
161,108
+21,377
+15% +$995K 0.15% 126
2023
Q2 		$6.38M Buy
+139,731
New +$6.08M 0.14% 125

Other funds holding AVSC

Mercer Global Advisors
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OneDigital Investment Advisors's AVSC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.25% in Q2 2026, selling an estimated $24.8K and leaving 143,064 shares worth $10.5M. The position accounts for 0.09% of the portfolio, ranked #191.

OneDigital Investment Advisors first reported a position in AVSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q4 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • OneDigital Investment Advisors held 143,064 shares of Avantis US Small Cap Equity ETF worth $10.5M as of Q2 2026.
  • OneDigital Investment Advisors sold 363 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $24.8K.
  • Avantis US Small Cap Equity ETF made up 0.09% of OneDigital Investment Advisors's portfolio in Q2 2026, its #191 holding.
  • OneDigital Investment Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • OneDigital Investment Advisors's Avantis US Small Cap Equity ETF position peaked at $10.5M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.