AFA
AVUV icon

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

Avant Financial 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 		$4.47M Buy
35,819
+649
+2% +$77.4K 2.78% 12
2026
Q1 		$3.89M Buy
35,170
+81
+0.2% +$8.92K 2.73% 13
2025
Q4 		$3.58M Buy
35,089
+439
+1% +$43.9K 2.57% 13
2025
Q3 		$3.45M Buy
34,650
+701
+2% +$67.8K 2.6% 13
2025
Q2 		$3.09M Buy
33,949
+4,783
+16% +$412K 2.55% 14
2025
Q1 		$2.54M Sell
29,166
-2,189
-7% -$206K 2.31% 17
2024
Q4 		$3.03M Buy
+31,355
New +$3.12M 2.78% 12

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

Avant Financial Advisors's AVUV Position: Q2 2026 in Review

Avant Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.8% in Q2 2026, buying an estimated $77.4K and bringing the position to 35,819 shares worth $4.47M. The position accounts for 2.78% of the portfolio, ranked #12.

Avant Financial Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Avant Financial Advisors held 35,819 shares of Avantis US Small Cap Value ETF worth $4.47M as of Q2 2026.
  • Avant Financial Advisors bought 649 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $77.4K.
  • Avantis US Small Cap Value ETF made up 2.78% of Avant Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Avant Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.