VisionPoint Advisory Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-29,211	Closed	-$1.37M	–	481
2026 Q1	$1.37M	Buy	+29,211	New	+$1.37M	0.26%	96

Other funds holding AVSF

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Approach Retirement Advisors Vestavia, Alabama $138M AUM

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM