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

Accredited Investors’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 		$550K Buy
4,411
+338
+8% +$40.3K 0.02% 168
2026
Q1 		$450K Buy
+4,073
New +$448K 0.02% 167

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Accredited Investors's AVUV Position: Q2 2026 in Review

Accredited Investors increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.3% in Q2 2026, buying an estimated $40.3K and bringing the position to 4,411 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #168.

Accredited Investors first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Accredited Investors held 4,411 shares of Avantis US Small Cap Value ETF worth $550K as of Q2 2026.
  • Accredited Investors bought 338 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $40.3K.
  • Avantis US Small Cap Value ETF made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #168 holding.
  • Accredited Investors first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.