Avondale Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avondale Wealth 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	$20.4M	Buy	163,647 +6,403	+4%	+$764K	8.32%	5
2026 Q1	$17.4M	Buy	157,244 +2,003	+1%	+$221K	8.54%	4
2025 Q4	$15.8M	Buy	155,241 +9,002	+6%	+$901K	8.14%	4
2025 Q3	$14.6M	Buy	146,239 +6,291	+4%	+$609K	7.75%	4
2025 Q2	$12.7M	Buy	139,948 +131,686	+1,594%	+$11.3M	7.12%	4
2025 Q1	$720K	Buy	+8,262	New	+$776K	0.45%	31

Other funds holding AVUV

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

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

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

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return