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Plancorp LLC’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Plancorp LLC’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 		$2.15M Buy
29,774
+120
+0.4% +$8.19K 0.05% 132
2026
Q1 		$1.94M Buy
29,654
+360
+1% +$22.6K 0.06% 115
2025
Q4 		$1.72M Sell
29,294
-1
-0% -$58 0.05% 117
2025
Q3 		$1.68M Hold
29,295
– – 0.05% 118
2025
Q2 		$1.51M Hold
29,295
– – 0.05% 123
2025
Q1 		$1.42M Hold
29,295
– – 0.06% 121
2024
Q4 		$1.59M Hold
29,295
– – 0.07% 100
2024
Q3 		$1.58M Hold
29,295
– – 0.06% 96
2024
Q2 		$1.46M Hold
29,295
– – 0.06% 99
2024
Q1 		$1.53M Hold
29,295
– – 0.07% 96
2023
Q4 		$1.5M Hold
29,295
– – 0.07% 90
2023
Q3 		$1.3M Hold
29,295
– – 0.07% 91
2023
Q2 		$1.34M Hold
29,295
– – 0.07% 87
2023
Q1 		$1.29M Buy
29,295
+2,250
+8% +$103K 0.07% 93
2022
Q4 		$1.17M Buy
27,045
+11,730
+77% +$513K 0.07% 88
2022
Q3 		$606K Hold
15,315
– – 0.04% 128
2022
Q2 		$628K Buy
+15,315
New +$679K 0.04% 133

Other funds holding AVSC

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Plancorp LLC's AVSC Position: Q2 2026 in Review

Plancorp LLC increased its Avantis US Small Cap Equity ETF (AVSC) stake by 0.4% in Q2 2026, buying an estimated $8.19K and bringing the position to 29,774 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #132.

Plancorp LLC first reported a position in AVSC in Q2 2022 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Plancorp LLC held 29,774 shares of Avantis US Small Cap Equity ETF worth $2.15M as of Q2 2026.
  • Plancorp LLC bought 120 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $8.19K.
  • Avantis US Small Cap Equity ETF made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #132 holding.
  • Plancorp LLC first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 76 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.