Websterrogers Financial Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Websterrogers Financial 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	$330K	Hold	7,087	–	–	0.08%	77
2026 Q1	$332K	Hold	7,087	–	–	0.09%	72
2025 Q4	$334K	Hold	7,087	–	–	0.1%	66
2025 Q3	$335K	Sell	7,087 -67	-0.9%	-$3.15K	0.1%	66
2025 Q2	$336K	Hold	7,154	–	–	0.11%	61
2025 Q1	$334K	Hold	7,154	–	–	0.11%	60
2024 Q4	$330K	Hold	7,154	–	–	0.11%	59
2024 Q3	$337K	Sell	7,154 -49	-0.7%	-$2.29K	0.12%	55
2024 Q2	$333K	Hold	7,203	–	–	0.12%	54
2024 Q1	$333K	Hold	7,203	–	–	0.12%	56
2023 Q4	$334K	Buy	+7,203	New	+$329K	0.14%	55
2022 Q3	–	Sell	-10,267	Closed	-$480K	–	53
2022 Q2	$480K	Sell	10,267 -46,406	-82%	-$2.18M	0.23%	40
2022 Q1	$2.69M	Buy	+56,673	New	+$2.75M	1.38%	16

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

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

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

Websterrogers Financial Advisors held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q2 2026 at 7,087 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #77.

Websterrogers Financial Advisors first reported a position in AVSF in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.69M in Q1 2022. 15 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Websterrogers Financial Advisors held 7,087 shares of Avantis Short-Term Fixed Income ETF worth $330K as of Q2 2026.
Websterrogers Financial Advisors left its Avantis Short-Term Fixed Income ETF share count unchanged in Q2 2026.
Avantis Short-Term Fixed Income ETF made up 0.08% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #77 holding.
Websterrogers Financial Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2022 and has held it in 13 quarters since.
Websterrogers Financial Advisors's Avantis Short-Term Fixed Income ETF position peaked at $2.69M in Q1 2022.
15 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

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