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OIA
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
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
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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