BW
AVUV icon

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

Balance Wealth’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 		$565K Sell
4,531
-1,420
-24% -$169K 0.15% 85
2026
Q1 		$658K Buy
+5,951
New +$655K 0.2% 77

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Balance Wealth's AVUV Position: Q2 2026 in Review

Balance Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q2 2026, selling an estimated $169K and leaving 4,531 shares worth $565K. The position accounts for 0.15% of the portfolio, ranked #85.

Balance Wealth first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. The position peaked at $658K in Q1 2026. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Balance Wealth held 4,531 shares of Avantis US Small Cap Value ETF worth $565K as of Q2 2026.
  • Balance Wealth sold 1,420 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $169K.
  • Avantis US Small Cap Value ETF made up 0.15% of Balance Wealth's portfolio in Q2 2026, its #85 holding.
  • Balance Wealth first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Balance Wealth's Avantis US Small Cap Value ETF position peaked at $658K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.