Beaumont Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Beaumont Asset 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	$1.28M	Buy	+10,294	New	+$1.23M	0.5%	36

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Beaumont Asset Management's AVUV Position: Q2 2026 in Review

Beaumont Asset Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 10,294 shares worth $1.28M. The stake represents 0.5% of the portfolio and ranks #36 among its holdings.

366 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Beaumont Asset Management held 10,294 shares of Avantis US Small Cap Value ETF worth $1.28M as of Q2 2026.
Avantis US Small Cap Value ETF was a new Beaumont Asset Management position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.5% of Beaumont Asset Management's portfolio in Q2 2026, its #36 holding.
366 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.