Armbruster Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Armbruster Capital 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	$2.14M	Sell	17,178 -3,390	-16%	-$404K	0.32%	40
2026 Q1	$2.27M	Sell	20,568 -76	-0.4%	-$8.37K	0.37%	38
2025 Q4	$2.11M	Buy	20,644 +516	+3%	+$51.6K	0.35%	41
2025 Q3	$2M	Buy	20,128 +2,506	+14%	+$242K	0.34%	44
2025 Q2	$1.61M	Buy	17,622 +6,637	+60%	+$572K	0.29%	46
2025 Q1	$958K	Sell	10,985 -1,683	-13%	-$158K	0.19%	53
2024 Q4	$1.22M	Buy	12,668 +1,863	+17%	+$185K	0.25%	49
2024 Q3	$1.04M	Buy	10,805 +1,140	+12%	+$107K	0.21%	52
2024 Q2	$867K	Buy	+9,665	New	+$875K	0.18%	53

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Armbruster Capital Management's AVUV Position: Q2 2026 in Review

Armbruster Capital Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 16% in Q2 2026, selling an estimated $404K and leaving 17,178 shares worth $2.14M. The position accounts for 0.32% of the portfolio, ranked #40.

Armbruster Capital Management first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q1 2026. 261 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Armbruster Capital Management held 17,178 shares of Avantis US Small Cap Value ETF worth $2.14M as of Q2 2026.
Armbruster Capital Management sold 3,390 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $404K.
Avantis US Small Cap Value ETF made up 0.32% of Armbruster Capital Management's portfolio in Q2 2026, its #40 holding.
Armbruster Capital Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Armbruster Capital Management's Avantis US Small Cap Value ETF position peaked at $2.27M in Q1 2026.
261 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.