Savant Capital, LLC quarter change: Foreign ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Savant Capital, LLC opened 2 positions, added to 0, reduced 1, sold out of 2 and left 0 unchanged. The largest increase in value was AVSE (+$1,136,847); the largest decrease was AVSD (-$909,639).
- AVSD: Country of operation —; Class AVANTIS RESPONSI; Shares 2026-03-31 12,351; Shares 2026-06-30 0.
- AVSE: Country of operation —; Class AVANTIS RESPONSI; Shares 2026-03-31 13,526; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1482880): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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