SC
AVSF icon

Savant Capital’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Savant Capital’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7M Sell
874,275
-889,750
-50% -$41.5M 0.12% 118
2026
Q1 		$82.6M Sell
1,764,025
-419,346
-19% -$19.7M 0.4% 42
2025
Q4 		$103M Sell
2,183,371
-554,773
-20% -$26.1M 0.58% 28
2025
Q3 		$129M Buy
+2,738,144
New +$129M 0.78% 23
2025
Q2 		– Sell
-6,758
Closed -$316K – 1230
2025
Q1 		$316K Buy
+6,758
New +$313K ﹤0.01% 825

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Savant Capital's AVSF Position: Q2 2026 in Review

Savant Capital reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 50% in Q2 2026, selling an estimated $41.5M and leaving 874,275 shares worth $40.7M. The position accounts for 0.12% of the portfolio, ranked #118.

Savant Capital first reported a position in AVSF in Q1 2025 and has held it in 5 quarters since. The position peaked at $129M in Q3 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Savant Capital held 874,275 shares of Avantis Short-Term Fixed Income ETF worth $40.7M as of Q2 2026.
  • Savant Capital sold 889,750 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $41.5M.
  • Avantis Short-Term Fixed Income ETF made up 0.12% of Savant Capital's portfolio in Q2 2026, its #118 holding.
  • Savant Capital first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Savant Capital's Avantis Short-Term Fixed Income ETF position peaked at $129M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.