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

PrairieView 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 Q2	$24.1M	Buy	468,157 +77,722	+20%	+$3.75M	2.33%	12
2025 Q1	$18.9M	Sell	390,435 -35,676	-8%	-$1.88M	1.97%	14
2024 Q4	$23.2M	Buy	426,111 +344,238	+420%	+$19.2M	2.42%	12
2024 Q3	$4.42M	Buy	81,873 +81,849	+341,038%	+$4.32M	0.46%	30
2024 Q2	$1K	Sell	24 -38	-61%	-$1.91K	﹤0.01%	348
2024 Q1	$4K	Hold	62	–	–	﹤0.01%	313
2023 Q4	$3K	Hold	62	–	–	﹤0.01%	316
2023 Q3	$2K	Sell	62 -4	-6%	-$186	﹤0.01%	341
2023 Q2	$3K	Hold	66	–	–	﹤0.01%	381
2023 Q1	$2K	Hold	66	–	–	﹤0.01%	372
2022 Q4	$2K	Buy	66 +4	+6%	+$175	﹤0.01%	409
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	383
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	390
2022 Q1	$3K	Buy	+62	New	+$2.93K	﹤0.01%	384

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

PrairieView Partners's AVSC Position: Q2 2025 in Review

PrairieView Partners increased its Avantis US Small Cap Equity ETF (AVSC) stake by 20% in Q2 2025, buying an estimated $3.75M and bringing the position to 468,157 shares worth $24.1M. The position accounts for 2.33% of the portfolio, ranked #12.

PrairieView Partners first reported a position in AVSC in Q1 2022 and has held it in 14 quarters since. 151 funds tracked by Wall St. Rank hold AVSC as of Q2 2025.

PrairieView Partners held 468,157 shares of Avantis US Small Cap Equity ETF worth $24.1M as of Q2 2025.
PrairieView Partners bought 77,722 Avantis US Small Cap Equity ETF shares in Q2 2025, an estimated $3.75M.
Avantis US Small Cap Equity ETF made up 2.33% of PrairieView Partners's portfolio in Q2 2025, its #12 holding.
PrairieView Partners first reported a position in Avantis US Small Cap Equity ETF in Q1 2022 and has held it in 14 quarters since.
151 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.