P
AVSC icon

&Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

&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
2026
Q2 		$2.35M Buy
31,945
+1,107
+4% +$75.5K 0.01% 937
2026
Q1 		$1.92M Buy
+30,838
New +$1.94M 0.01% 926
2025
Q2 		– Sell
-4,667
Closed -$227K – 1996
2025
Q1 		$227K Buy
+4,667
New +$246K ﹤0.01% 1560

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

&Partners's AVSC Position: Q2 2026 in Review

&Partners increased its Avantis US Small Cap Equity ETF (AVSC) stake by 3.6% in Q2 2026, buying an estimated $75.5K and bringing the position to 31,945 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #937.

&Partners first reported a position in AVSC in Q1 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • &Partners held 31,945 shares of Avantis US Small Cap Equity ETF worth $2.35M as of Q2 2026.
  • &Partners bought 1,107 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $75.5K.
  • Avantis US Small Cap Equity ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #937 holding.
  • &Partners first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.