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Valued Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Valued Wealth 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 		$1.79M Sell
38,403
-15,006
-28% -$700K 0.65% 20
2026
Q1 		$2.5M Buy
53,409
+43,373
+432% +$2.04M 1.01% 15
2025
Q4 		$473K Sell
10,036
-10
-0.1% -$471 0.21% 30
2025
Q3 		$474K Sell
10,046
-128
-1% -$6.02K 0.22% 29
2025
Q2 		$478K Sell
10,174
-20,699
-67% -$966K 0.25% 28
2025
Q1 		$1.44M Buy
30,873
+22,974
+291% +$1.07M 0.87% 17
2024
Q4 		$364K Buy
7,899
+1,037
+15% +$48.2K 0.23% 29
2024
Q3 		$323K Buy
6,862
+328
+5% +$15.3K 0.21% 29
2024
Q2 		$302K Sell
6,534
-22,006
-77% -$1.01M 0.21% 29
2024
Q1 		$1.32M Buy
28,540
+21,731
+319% +$1.01M 0.94% 14
2023
Q4 		$310K Buy
+6,809
New +$311K 0.29% 24

Other funds holding AVSF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Valued Wealth Advisors's AVSF Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 28% in Q2 2026, selling an estimated $700K and leaving 38,403 shares worth $1.79M. The position accounts for 0.65% of the portfolio, ranked #20.

Valued Wealth Advisors first reported a position in AVSF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q1 2026. 16 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Valued Wealth Advisors held 38,403 shares of Avantis Short-Term Fixed Income ETF worth $1.79M as of Q2 2026.
  • Valued Wealth Advisors sold 15,006 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $700K.
  • Avantis Short-Term Fixed Income ETF made up 0.65% of Valued Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Valued Wealth Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Avantis Short-Term Fixed Income ETF position peaked at $2.5M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.