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SC&H Financial Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

SC&H Financial Advisors’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 		$1.4M Buy
29,969
+1,146
+4% +$53.5K 0.19% 57
2026
Q1 		$1.35M Buy
28,823
+9,310
+48% +$438K 0.2% 56
2025
Q4 		$919K Sell
19,513
-525
-3% -$24.7K 0.14% 69
2025
Q3 		$946K Sell
20,038
-233
-1% -$11K 0.15% 69
2025
Q2 		$953K Buy
20,271
+429
+2% +$20K 0.16% 68
2025
Q1 		$927K Sell
19,842
-161
-0.8% -$7.47K 0.18% 67
2024
Q4 		$923K Buy
20,003
+776
+4% +$36.1K 0.19% 65
2024
Q3 		$906K Sell
19,227
-75
-0.4% -$3.5K 0.2% 68
2024
Q2 		$891K Sell
19,302
-1,966
-9% -$90.4K 0.22% 65
2024
Q1 		$984K Sell
21,268
-666
-3% -$30.8K 0.26% 60
2023
Q4 		$1.02M Sell
21,934
-3,394
-13% -$155K 0.29% 54
2023
Q3 		$1.15M Sell
25,328
-4,584
-15% -$209K 0.38% 49
2023
Q2 		$1.37M Buy
29,912
+1,847
+7% +$85.2K 0.45% 37
2023
Q1 		$1.3M Buy
28,065
+2,078
+8% +$95.8K 0.47% 39
2022
Q4 		$1.19M Buy
25,987
+6,534
+34% +$299K 0.49% 42
2022
Q3 		$888K Buy
19,453
+10,297
+112% +$480K 0.44% 48
2022
Q2 		$429K Buy
+9,156
New +$430K 0.2% 91

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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

SC&H Financial Advisors's AVSF Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 4% in Q2 2026, buying an estimated $53.5K and bringing the position to 29,969 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #57.

SC&H Financial Advisors first reported a position in AVSF in Q2 2022 and has held it in 17 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • SC&H Financial Advisors held 29,969 shares of Avantis Short-Term Fixed Income ETF worth $1.4M as of Q2 2026.
  • SC&H Financial Advisors bought 1,146 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $53.5K.
  • Avantis Short-Term Fixed Income ETF made up 0.19% of SC&H Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • SC&H Financial Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.