Almanack Investment Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Almanack Investment Partners’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	$1.75M	Hold	14,010	–	–	0.22%	66
2026 Q1	$1.55M	Hold	14,010	–	–	0.26%	41
2025 Q4	$1.43M	Sell	14,010 -807	-5%	-$80.7K	0.24%	53
2025 Q3	$1.47M	Buy	14,817 +666	+5%	+$64.4K	0.23%	58
2025 Q2	$1.29M	Buy	14,151 +1	+0%	+$86	0.21%	72
2025 Q1	$1.23M	Sell	14,150 -3,515	-20%	-$330K	0.24%	44
2024 Q4	$1.71M	Buy	17,665 +1	+0%	+$99	0.26%	57
2024 Q3	$1.69M	Hold	17,664	–	–	0.27%	54
2024 Q2	$1.58M	Buy	17,664 +1	+0%	+$91	0.27%	56
2024 Q1	$1.66M	Hold	17,663	–	–	0.28%	56
2023 Q4	$1.59M	Buy	17,663 +1,046	+6%	+$83.7K	0.29%	50
2023 Q3	$1.3M	Buy	16,617 +1	+0%	+$80	0.25%	48
2023 Q2	$1.29M	Buy	16,616 +7,270	+78%	+$534K	0.23%	54
2023 Q1	$692K	Buy	9,346 +3,151	+51%	+$247K	0.14%	73
2022 Q4	$462K	Buy	6,195 +2,030	+49%	+$153K	0.1%	87
2022 Q3	$275K	Buy	+4,165	New	+$304K	0.05%	114

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

Almanack Investment Partners's AVUV Position: Q2 2026 in Review

Almanack Investment Partners held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 14,010 shares worth $1.75M. The position accounts for 0.22% of the portfolio, ranked #66.

Almanack Investment Partners first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Almanack Investment Partners held 14,010 shares of Avantis US Small Cap Value ETF worth $1.75M as of Q2 2026.
Almanack Investment Partners left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.22% of Almanack Investment Partners's portfolio in Q2 2026, its #66 holding.
Almanack Investment Partners first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.