SC
AVSC icon

Savant Capital’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Savant Capital’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 		$19.3M Sell
310,261
-64,675
-17% -$4.07M 0.09% 125
2025
Q4 		$22M Sell
374,936
-104,242
-22% -$6.04M 0.13% 113
2025
Q3 		$27.4M Buy
+479,178
New +$26.4M 0.17% 91

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MIAS
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WMN
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Northwestern Mutual Wealth Management
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Morgan Stanley
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
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
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