SGK
AVSC icon

Steigerwald Gordon & Koch’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Steigerwald Gordon & Koch’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 		$33K Sell
450
-255
-36% -$17.4K ﹤0.01% 365
2026
Q1 		$43.9K Hold
705
– – ﹤0.01% 320
2025
Q4 		$41.4K Hold
705
– – ﹤0.01% 341
2025
Q3 		$40.4K Buy
+705
New +$38.9K ﹤0.01% 335

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Steigerwald Gordon & Koch's AVSC Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 36% in Q2 2026, selling an estimated $17.4K and leaving 450 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Steigerwald Gordon & Koch first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.9K in Q1 2026. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Steigerwald Gordon & Koch held 450 shares of Avantis US Small Cap Equity ETF worth $33K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 255 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $17.4K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #365 holding.
  • Steigerwald Gordon & Koch first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Avantis US Small Cap Equity ETF position peaked at $43.9K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.