Anchor Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Anchor Investment Management’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	$432K	Buy	3,465 +420	+14%	+$50.1K	0.03%	278
2026 Q1	$336K	Hold	3,045	–	–	0.03%	307
2025 Q4	$311K	Hold	3,045	–	–	0.03%	316
2025 Q3	$303K	Hold	3,045	–	–	0.03%	313
2025 Q2	$277K	Hold	3,045	–	–	0.02%	319
2025 Q1	$265K	Hold	3,045	–	–	0.02%	326
2024 Q4	$294K	Hold	3,045	–	–	0.03%	308
2024 Q3	$292K	Buy	+3,045	New	+$285K	0.03%	313

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

Anchor Investment Management's AVUV Position: Q2 2026 in Review

Anchor Investment Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2026, buying an estimated $50.1K and bringing the position to 3,465 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #278.

Anchor Investment Management first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Anchor Investment Management held 3,465 shares of Avantis US Small Cap Value ETF worth $432K as of Q2 2026.
Anchor Investment Management bought 420 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $50.1K.
Avantis US Small Cap Value ETF made up 0.03% of Anchor Investment Management's portfolio in Q2 2026, its #278 holding.
Anchor Investment Management first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.