Accredited Investor Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Accredited Investor Services’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.13M	Buy	57,154 +1,027	+2%	+$123K	4.03%	4
2026 Q1	$6.2M	Buy	56,127 +1,972	+4%	+$217K	3.98%	4
2025 Q4	$5.52M	Buy	54,155 +2,000	+4%	+$200K	3.66%	4
2025 Q3	$5.19M	Buy	52,155 +2,486	+5%	+$240K	3.57%	4
2025 Q2	$4.52M	Buy	49,669 +6,476	+15%	+$558K	3.42%	4
2025 Q1	$3.77M	Buy	43,193 +1,551	+4%	+$146K	3.15%	4
2024 Q4	$4.02M	Buy	+41,642	New	+$4.14M	3.22%	5

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Accredited Investor Services's AVUV Position: Q2 2026 in Review

Accredited Investor Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.8% in Q2 2026, buying an estimated $123K and bringing the position to 57,154 shares worth $7.13M. The position accounts for 4.03% of the portfolio, ranked #4.

Accredited Investor Services first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Accredited Investor Services held 57,154 shares of Avantis US Small Cap Value ETF worth $7.13M as of Q2 2026.
Accredited Investor Services bought 1,027 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $123K.
Avantis US Small Cap Value ETF made up 4.03% of Accredited Investor Services's portfolio in Q2 2026, its #4 holding.
Accredited Investor Services first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.