Atlanta Consulting Group Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Atlanta Consulting Group 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	$15M	Buy	120,060 +29,149	+32%	+$3.48M	2.37%	9
2026 Q1	$10M	Buy	90,911 +1,086	+1%	+$120K	2.16%	10
2025 Q4	$9.16M	Sell	89,825 -2,417	-3%	-$242K	2.07%	11
2025 Q3	$9.18M	Buy	92,242 +1,535	+2%	+$148K	2.25%	10
2025 Q2	$8.26M	Buy	90,707 +590	+0.7%	+$50.8K	2.26%	10
2025 Q1	$7.86M	Buy	90,117 +7,763	+9%	+$729K	2.29%	10
2024 Q4	$7.95M	Buy	+82,354	New	+$8.18M	2.93%	7

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

Atlanta Consulting Group Advisors's AVUV Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 32% in Q2 2026, buying an estimated $3.48M and bringing the position to 120,060 shares worth $15M. The position accounts for 2.37% of the portfolio, ranked #9.

Atlanta Consulting Group Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Atlanta Consulting Group Advisors held 120,060 shares of Avantis US Small Cap Value ETF worth $15M as of Q2 2026.
Atlanta Consulting Group Advisors bought 29,149 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.48M.
Avantis US Small Cap Value ETF made up 2.37% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #9 holding.
Atlanta Consulting Group Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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