Arbor Wealth Advisors
AVUV icon

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

Arbor Wealth 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
Q3 		$4.73M Buy
40,169
+4,035
+11% +$503K 2.95% 8
2026
Q2 		$4.51M Buy
36,134
+6,133
+20% +$732K 2.76% 8
2026
Q1 		$3.31M Buy
30,001
+1,691
+6% +$186K 2.33% 9
2025
Q4 		$2.89M Buy
28,310
+5,445
+24% +$545K 2.06% 11
2025
Q3 		$2.28M Buy
22,865
+1,170
+5% +$113K 1.7% 12
2025
Q2 		$1.98M Buy
21,695
+3,340
+18% +$288K 1.6% 12
2025
Q1 		$1.6M Buy
18,355
+4,452
+32% +$418K 1.43% 14
2024
Q4 		$1.34M Buy
13,903
+3,425
+33% +$340K 1.2% 16
2024
Q3 		$1.01M Buy
10,478
+3,245
+45% +$303K 0.91% 17
2024
Q2 		$649K Buy
7,233
+3,913
+118% +$354K 0.64% 26
2024
Q1 		$311K Buy
3,320
+575
+21% +$50.9K 0.29% 39
2023
Q4 		$247K Buy
+2,745
New +$220K 0.25% 42

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Arbor Wealth Advisors's AVUV Position: Q3 2026 in Review

Arbor Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q3 2026, buying an estimated $503K and bringing the position to 40,169 shares worth $4.73M. The position accounts for 2.95% of the portfolio, ranked #8.

Arbor Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. 859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Arbor Wealth Advisors held 40,169 shares of Avantis US Small Cap Value ETF worth $4.73M as of Q3 2026.
  • Arbor Wealth Advisors bought 4,035 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $503K.
  • Avantis US Small Cap Value ETF made up 2.95% of Arbor Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Arbor Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.