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AVUV icon

Ancora Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ancora Advisors’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 		$13.6M Sell
108,656
-312
-0.3% -$37.2K 0.26% 94
2026
Q1 		$12M Sell
108,968
-600
-0.5% -$66.1K 0.26% 89
2025
Q4 		$11.2M Sell
109,568
-993
-0.9% -$99.3K 0.23% 99
2025
Q3 		$11M Buy
110,561
+6,602
+6% +$639K 0.22% 98
2025
Q2 		$9.47M Buy
103,959
+715
+0.7% +$61.6K 0.2% 105
2025
Q1 		$9M Buy
103,244
+16,674
+19% +$1.57M 0.2% 111
2024
Q4 		$8.36M Buy
86,570
+11,706
+16% +$1.16M 0.19% 118
2024
Q3 		$7.18M Buy
74,864
+54,824
+274% +$5.12M 0.16% 127
2024
Q2 		$1.8M Buy
20,040
+2,100
+12% +$190K 0.04% 280
2024
Q1 		$1.68M Buy
+17,940
New +$1.59M 0.04% 302
2023
Q4 		– Hold
0
– – – 1751
2023
Q3 		– Hold
0
– – – 1773
2023
Q2 		– Sell
-4
Closed -$294 – 1790
2023
Q1 		$298 Buy
+4
New +$313 ﹤0.01% 1792

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ancora Advisors's AVUV Position: Q2 2026 in Review

Ancora Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.29% in Q2 2026, selling an estimated $37.2K and leaving 108,656 shares worth $13.6M. The position accounts for 0.26% of the portfolio, ranked #94.

Ancora Advisors first reported a position in AVUV in Q1 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Ancora Advisors held 108,656 shares of Avantis US Small Cap Value ETF worth $13.6M as of Q2 2026.
  • Ancora Advisors sold 312 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $37.2K.
  • Avantis US Small Cap Value ETF made up 0.26% of Ancora Advisors's portfolio in Q2 2026, its #94 holding.
  • Ancora Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.