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

BigSur 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 		$1.88M Sell
15,077
-199
-1% -$23.7K 0.45% 59
2026
Q1 		$1.69M Sell
15,276
-793
-5% -$87.3K 0.47% 62
2025
Q4 		$1.64M Buy
16,069
+2
+0% +$200 0.4% 63
2025
Q3 		$1.6M Sell
16,067
-9,796
-38% -$948K 0.39% 64
2025
Q2 		$2.36M Sell
25,863
-245
-0.9% -$21.1K 0.59% 46
2025
Q1 		$2.28M Sell
26,108
-479
-2% -$45K 0.62% 44
2024
Q4 		$2.57M Buy
26,587
+7,574
+40% +$752K 0.73% 38
2024
Q3 		$1.82M Buy
19,013
+543
+3% +$50.8K 0.5% 57
2024
Q2 		$1.66M Buy
18,470
+4,000
+28% +$362K 0.51% 56
2024
Q1 		$1.36M Hold
14,470
– – 0.42% 70
2023
Q4 		$1.3M Buy
14,470
+1,200
+9% +$96K 0.62% 42
2023
Q3 		$1.03M Buy
13,270
+730
+6% +$58.6K 0.52% 53
2023
Q2 		$973K Hold
12,540
– – 0.47% 60
2023
Q1 		$929K Hold
12,540
– – 0.44% 61
2022
Q4 		$934K Buy
12,540
+660
+6% +$49.6K 0.45% 55
2022
Q3 		$786K Buy
+11,880
New +$866K 0.4% 61

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

BigSur Wealth Management's AVUV Position: Q2 2026 in Review

BigSur Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q2 2026, selling an estimated $23.7K and leaving 15,077 shares worth $1.88M. The position accounts for 0.45% of the portfolio, ranked #59.

BigSur Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.57M in Q4 2024. 337 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BigSur Wealth Management held 15,077 shares of Avantis US Small Cap Value ETF worth $1.88M as of Q2 2026.
  • BigSur Wealth Management sold 199 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $23.7K.
  • Avantis US Small Cap Value ETF made up 0.45% of BigSur Wealth Management's portfolio in Q2 2026, its #59 holding.
  • BigSur Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • BigSur Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.57M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.