Arax Advisory Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Arax Advisory 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	$13.4M	Buy	107,389 +74,918	+231%	+$8.94M	0.09%	245
2026 Q1	$3.59M	Sell	32,471 -12,251	-27%	-$1.35M	0.1%	175
2025 Q4	$4.55M	Buy	+44,722	New	+$4.47M	0.13%	133
2025 Q3	–	Sell	-27,495	Closed	-$2.56M	–	3642
2025 Q2	$2.56M	Buy	+27,495	New	+$2.37M	0.12%	131

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

Arax Advisory Partners's AVUV Position: Q2 2026 in Review

Arax Advisory Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 231% in Q2 2026, buying an estimated $8.94M and bringing the position to 107,389 shares worth $13.4M. The position accounts for 0.09% of the portfolio, ranked #245.

Arax Advisory Partners first reported a position in AVUV in Q2 2025 and has held it in 4 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Arax Advisory Partners held 107,389 shares of Avantis US Small Cap Value ETF worth $13.4M as of Q2 2026.
Arax Advisory Partners bought 74,918 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $8.94M.
Avantis US Small Cap Value ETF made up 0.09% of Arax Advisory Partners's portfolio in Q2 2026, its #245 holding.
Arax Advisory Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.