Werba Rubin Papier Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Werba Rubin Papier Wealth Management’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 Q1	$1.32M	Buy	+21,161	New	+$1.33M	0.18%	68
2025 Q4	–	Sell	-22,185	Closed	-$1.27M	–	250
2025 Q3	$1.27M	Sell	22,185 -74	-0.3%	-$4.08K	0.21%	66
2025 Q2	$1.15M	Buy	22,259 +431	+2%	+$20.8K	0.22%	69
2025 Q1	$1.06M	Buy	21,828 +2,410	+12%	+$127K	0.23%	66
2024 Q4	$1.06M	Buy	19,418 +1,136	+6%	+$63.4K	0.25%	59
2024 Q3	$988K	Buy	+18,282	New	+$965K	0.23%	67

Other funds holding AVSC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return