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

Advisor Resource Council’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	$2.03M	Buy	16,400 +2,171	+15%	+$259K	0.57%	28
2026 Q1	$1.57M	Buy	14,229 +492	+4%	+$54.2K	0.51%	29
2025 Q4	$1.52M	Buy	+13,737	New	+$1.37M	0.54%	33
2024 Q2	–	Sell	-9,429	Closed	-$847K	–	83
2024 Q1	$847K	Sell	9,429 -24,100	-72%	-$2.13M	0.36%	67
2023 Q4	$3.01M	Buy	33,529 +27,499	+456%	+$2.2M	0.35%	74
2023 Q3	$470K	Buy	6,030 +33	+0.6%	+$2.65K	0.24%	75
2023 Q2	$465K	Buy	5,997 +1,399	+30%	+$103K	0.21%	85
2023 Q1	$340K	Buy	+4,598	New	+$360K	0.09%	192

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 Resource Council's AVUV Position: Q2 2026 in Review

Advisor Resource Council increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, buying an estimated $259K and bringing the position to 16,400 shares worth $2.03M. The position accounts for 0.57% of the portfolio, ranked #28.

Advisor Resource Council first reported a position in AVUV in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.01M in Q4 2023. 1,141 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Advisor Resource Council held 16,400 shares of Avantis US Small Cap Value ETF worth $2.03M as of Q2 2026.
Advisor Resource Council bought 2,171 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $259K.
Avantis US Small Cap Value ETF made up 0.57% of Advisor Resource Council's portfolio in Q2 2026, its #28 holding.
Advisor Resource Council first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 8 quarters since.
Advisor Resource Council's Avantis US Small Cap Value ETF position peaked at $3.01M in Q4 2023.
1,141 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.