Elwood & Goetz Wealth Advisory Group LLC Grows Stake in Avantis U.S. Small Cap Equity ETF $AVSC

Elwood & Goetz Wealth Advisory Group LLC grew its holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 5.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 592,476 shares of the company’s stock after purchasing an additional 31,488 shares during the period. Avantis U.S. Small Cap Equity ETF comprises about 6.5% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 5th biggest holding. Elwood & Goetz Wealth Advisory Group LLC owned 1.72% of Avantis U.S. Small Cap Equity ETF worth $33,919,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. KMG Fiduciary Partners LLC raised its position in Avantis U.S. Small Cap Equity ETF by 7.7% in the 2nd quarter. KMG Fiduciary Partners LLC now owns 51,608 shares of the company’s stock worth $2,661,000 after buying an additional 3,690 shares during the last quarter. Websterrogers Financial Advisors LLC grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 2.8% in the second quarter. Websterrogers Financial Advisors LLC now owns 100,376 shares of the company’s stock worth $5,176,000 after acquiring an additional 2,739 shares during the period. Farther Finance Advisors LLC raised its holdings in shares of Avantis U.S. Small Cap Equity ETF by 21.6% during the second quarter. Farther Finance Advisors LLC now owns 44,416 shares of the company’s stock valued at $2,291,000 after purchasing an additional 7,897 shares during the last quarter. Ridgeline Wealth LLC purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the second quarter valued at approximately $3,311,000. Finally, Park Avenue Securities LLC bought a new position in Avantis U.S. Small Cap Equity ETF during the second quarter valued at approximately $10,020,000.

Avantis U.S. Small Cap Equity ETF Trading Up 0.8%

Shares of AVSC stock opened at $62.58 on Thursday. Avantis U.S. Small Cap Equity ETF has a 12-month low of $41.58 and a 12-month high of $62.62. The stock has a market capitalization of $2.26 billion, a P/E ratio of 14.03 and a beta of 1.10. The firm’s 50 day moving average is $58.85 and its 200 day moving average is $56.85.

Avantis U.S. Small Cap Equity ETF Profile

The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.