BWMG
AVUV icon

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

Bannerman Wealth Management Group’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 		$499K Sell
4,001
-158
-4% -$18.8K 0.29% 25
2026
Q1 		$459K Sell
4,159
-111
-3% -$12.2K 0.31% 25
2025
Q4 		$435K Sell
4,270
-2
-0% -$200 0.31% 26
2025
Q3 		$425K Sell
4,272
-12
-0.3% -$1.16K 0.31% 26
2025
Q2 		$390K Sell
4,284
-1,213
-22% -$105K 0.3% 27
2025
Q1 		$479K Sell
5,497
-620
-10% -$58.3K 0.39% 23
2024
Q4 		$590K Buy
+6,117
New +$608K 0.49% 20

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Bannerman Wealth Management Group's AVUV Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.8% in Q2 2026, selling an estimated $18.8K and leaving 4,001 shares worth $499K. The position accounts for 0.29% of the portfolio, ranked #25.

Bannerman Wealth Management Group first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q4 2024. 645 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Bannerman Wealth Management Group held 4,001 shares of Avantis US Small Cap Value ETF worth $499K as of Q2 2026.
  • Bannerman Wealth Management Group sold 158 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $18.8K.
  • Avantis US Small Cap Value ETF made up 0.29% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #25 holding.
  • Bannerman Wealth Management Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Bannerman Wealth Management Group's Avantis US Small Cap Value ETF position peaked at $590K in Q4 2024.
  • 645 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.