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

Beaird Harris 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 		$93.6M Buy
749,891
+1,854
+0.2% +$221K 5.86% 5
2026
Q1 		$82.6M Buy
748,037
+10,711
+1% +$1.18M 5.62% 5
2025
Q4 		$75.2M Buy
737,326
+31,730
+4% +$3.17M 5.18% 6
2025
Q3 		$70.2M Buy
705,596
+43,669
+7% +$4.22M 4.98% 5
2025
Q2 		$60.3M Buy
661,927
+70,547
+12% +$6.08M 4.67% 5
2025
Q1 		$51.6M Buy
591,380
+43,924
+8% +$4.13M 4.38% 6
2024
Q4 		$52.8M Buy
547,456
+31,864
+6% +$3.17M 4.56% 5
2024
Q3 		$49.5M Buy
515,592
+29,080
+6% +$2.72M 4.32% 5
2024
Q2 		$43.6M Buy
486,512
+39,667
+9% +$3.59M 4.11% 6
2024
Q1 		$41.9M Buy
446,845
+13,597
+3% +$1.2M 4.08% 8
2023
Q4 		$38.9M Buy
433,248
+18,003
+4% +$1.44M 4.08% 9
2023
Q3 		$32.4M Buy
415,245
+2,297
+0.6% +$185K 3.87% 12
2023
Q2 		$32M Buy
412,948
+32,712
+9% +$2.4M 3.84% 12
2023
Q1 		$28.2M Buy
380,236
+17,439
+5% +$1.37M 5.05% 7
2022
Q4 		$27M Buy
362,797
+22,513
+7% +$1.69M 5.05% 8
2022
Q3 		$22.5M Buy
340,284
+44,742
+15% +$3.26M 4.93% 8
2022
Q2 		$20.2M Buy
295,542
+216,396
+273% +$16.4M 5.57% 8
2022
Q1 		$6.32M Buy
79,146
+39,482
+100% +$3.13M 2.28% 9
2021
Q4 		$3.16M Buy
+39,664
New +$3.16M 1.16% 10

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

Beaird Harris Wealth Management's AVUV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.25% in Q2 2026, buying an estimated $221K and bringing the position to 749,891 shares worth $93.6M. The position accounts for 5.86% of the portfolio, ranked #5.

Beaird Harris Wealth Management first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Beaird Harris Wealth Management held 749,891 shares of Avantis US Small Cap Value ETF worth $93.6M as of Q2 2026.
  • Beaird Harris Wealth Management bought 1,854 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $221K.
  • Avantis US Small Cap Value ETF made up 5.86% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Beaird Harris Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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