Strategic Blueprint
AVSC icon

Strategic Blueprint’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Strategic Blueprint’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
Q3 		$5.61M Buy
81,170
+2,186
+3% +$159K 0.28% 94
2026
Q2 		$5.79M Buy
78,984
+803
+1% +$54.8K 0.29% 87
2026
Q1 		$4.87M Sell
78,181
-540
-0.7% -$34K 0.28% 93
2025
Q4 		$4.62M Buy
+78,721
New +$4.56M 0.27% 96

Other funds holding AVSC

Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Strategic Blueprint's AVSC Position: Q3 2026 in Review

Strategic Blueprint increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2.8% in Q3 2026, buying an estimated $159K and bringing the position to 81,170 shares worth $5.61M. The position accounts for 0.28% of the portfolio, ranked #94.

Strategic Blueprint first reported a position in AVSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.79M in Q2 2026. 153 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Strategic Blueprint held 81,170 shares of Avantis US Small Cap Equity ETF worth $5.61M as of Q3 2026.
  • Strategic Blueprint bought 2,186 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $159K.
  • Avantis US Small Cap Equity ETF made up 0.28% of Strategic Blueprint's portfolio in Q3 2026, its #94 holding.
  • Strategic Blueprint first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Strategic Blueprint's Avantis US Small Cap Equity ETF position peaked at $5.79M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.