Tufton Capital Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Tufton Capital Management’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	$314K	Buy	+4,554	New	+$330K	0.05%	113

Other funds holding AVSC

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Tufton Capital Management's AVSC Position: Q3 2026 in Review

Tufton Capital Management opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2026: 4,554 shares worth $314K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

107 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Tufton Capital Management held 4,554 shares of Avantis US Small Cap Equity ETF worth $314K as of Q3 2026.
Avantis US Small Cap Equity ETF was a new Tufton Capital Management position in Q3 2026.
Avantis US Small Cap Equity ETF made up 0.05% of Tufton Capital Management's portfolio in Q3 2026, its #113 holding.
107 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Tufton Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.