SC
AVSC icon

Stephens Consulting’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-10,918
Closed -$563K – 461
2025
Q2 		$563K Buy
10,918
+5,172
+90% +$250K 0.13% 57
2025
Q1 		$278K Buy
+5,746
New +$303K 0.07% 81

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Creative Planning
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Stephens Consulting's AVSC Position: Q3 2025 in Review

Stephens Consulting sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2025, closing a stake of 10,918 shares — an estimated $563K sold.

Stephens Consulting first reported a position in AVSC in Q1 2025 and held it in 2 quarters. The position peaked at $563K in Q2 2025. 174 funds tracked by Wall St. Rank hold AVSC as of Q3 2025.

  • Stephens Consulting reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 10,918 Avantis US Small Cap Equity ETF shares in Q3 2025, an estimated $563K.
  • Stephens Consulting first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Avantis US Small Cap Equity ETF position peaked at $563K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.