Vise Technologies’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Vise Technologies’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	$326K	Buy	+4,711	New	+$342K	﹤0.01%	1641

Other funds holding AVSC

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Vise Technologies's AVSC Position: Q3 2026 in Review

Vise Technologies opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2026: 4,711 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #1641 among its holdings.

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

Vise Technologies held 4,711 shares of Avantis US Small Cap Equity ETF worth $326K as of Q3 2026.
Avantis US Small Cap Equity ETF was a new Vise Technologies position in Q3 2026.
Avantis US Small Cap Equity ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1641 holding.
184 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.