Advisor OS’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisor OS’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	$14.9M	Buy	119,280 +3,955	+3%	+$472K	0.99%	19
2026 Q1	$12.7M	Buy	115,325 +39,136	+51%	+$4.31M	0.92%	22
2025 Q4	$7.77M	Sell	76,189 -4,797	-6%	-$480K	0.63%	28
2025 Q3	$8.06M	Sell	80,986 -5,229	-6%	-$506K	0.7%	24
2025 Q2	$7.85M	Sell	86,215 -78,626	-48%	-$6.78M	0.77%	21
2025 Q1	$14.4M	Sell	164,841 -60,586	-27%	-$5.69M	1.64%	13
2024 Q4	$21.8M	Buy	225,427 +5,650	+3%	+$561K	2.52%	7
2024 Q3	$21.1M	Buy	219,777 +60,490	+38%	+$5.65M	2.1%	8
2024 Q2	$14.3M	Sell	159,287 -2,767	-2%	-$251K	1.57%	17
2024 Q1	$15.2M	Buy	+162,054	New	+$14.3M	1.75%	10

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

Advisor OS's AVUV Position: Q2 2026 in Review

Advisor OS increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q2 2026, buying an estimated $472K and bringing the position to 119,280 shares worth $14.9M. The position accounts for 0.99% of the portfolio, ranked #19.

Advisor OS first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.8M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Advisor OS held 119,280 shares of Avantis US Small Cap Value ETF worth $14.9M as of Q2 2026.
Advisor OS bought 3,955 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $472K.
Avantis US Small Cap Value ETF made up 0.99% of Advisor OS's portfolio in Q2 2026, its #19 holding.
Advisor OS first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Advisor OS's Avantis US Small Cap Value ETF position peaked at $21.8M in Q4 2024.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.