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Websterrogers Financial Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Websterrogers Financial Advisors’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
Q2 		$7.61M Buy
103,819
+5,277
+5% +$360K 1.95% 21
2026
Q1 		$6.14M Buy
98,542
+3,717
+4% +$234K 1.76% 22
2025
Q4 		$5.57M Sell
94,825
-5,592
-6% -$324K 1.62% 22
2025
Q3 		$5.75M Buy
100,417
+41
+0% +$2.26K 1.72% 22
2025
Q2 		$5.18M Buy
100,376
+2,739
+3% +$132K 1.65% 22
2025
Q1 		$4.73M Sell
97,637
-513
-0.5% -$27.1K 1.61% 22
2024
Q4 		$5.34M Buy
98,150
+824
+0.8% +$46K 1.85% 20
2024
Q3 		$5.26M Buy
97,326
+1,277
+1% +$67.4K 1.84% 20
2024
Q2 		$4.79M Buy
96,049
+2,743
+3% +$138K 1.71% 21
2024
Q1 		$4.89M Sell
93,306
-9,921
-10% -$496K 1.74% 21
2023
Q4 		$5.27M Sell
103,227
-1,865
-2% -$84.5K 2.2% 18
2023
Q3 		$4.65M Sell
105,092
-14,589
-12% -$679K 2.05% 16
2023
Q2 		$5.46M Buy
119,681
+10,022
+9% +$436K 2.38% 16
2023
Q1 		$4.84M Buy
109,659
+10,515
+11% +$482K 2.22% 17
2022
Q4 		$4.3M Buy
99,144
+94,016
+1,833% +$4.11M 2.08% 16
2022
Q3 		$203K Buy
+5,128
New +$223K 0.11% 49

Other funds holding AVSC

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Websterrogers Financial Advisors's AVSC Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 5.4% in Q2 2026, buying an estimated $360K and bringing the position to 103,819 shares worth $7.61M. The position accounts for 1.95% of the portfolio, ranked #21.

Websterrogers Financial Advisors first reported a position in AVSC in Q3 2022 and has held it in 16 quarters since. 68 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Websterrogers Financial Advisors held 103,819 shares of Avantis US Small Cap Equity ETF worth $7.61M as of Q2 2026.
  • Websterrogers Financial Advisors bought 5,277 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $360K.
  • Avantis US Small Cap Equity ETF made up 1.95% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Websterrogers Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 68 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.