Websterrogers Financial Advisors
AVSC icon

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
Q3 		$7.15M Sell
103,427
-392
-0.4% -$28.4K 1.88% 18
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

Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Websterrogers Financial Advisors's AVSC Position: Q3 2026 in Review

Websterrogers Financial Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.38% in Q3 2026, selling an estimated $28.4K and leaving 103,427 shares worth $7.15M. The position accounts for 1.88% of the portfolio, ranked #18.

Websterrogers Financial Advisors first reported a position in AVSC in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.61M in Q2 2026. 184 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Websterrogers Financial Advisors held 103,427 shares of Avantis US Small Cap Equity ETF worth $7.15M as of Q3 2026.
  • Websterrogers Financial Advisors sold 392 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $28.4K.
  • Avantis US Small Cap Equity ETF made up 1.88% of Websterrogers Financial Advisors's portfolio in Q3 2026, its #18 holding.
  • Websterrogers Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Websterrogers Financial Advisors's Avantis US Small Cap Equity ETF position peaked at $7.61M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.