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 Q3	$1.78M	Buy	15,108 +31	+0.2%	+$3.87K	0.42%	64
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

BigSur Wealth Management's AVUV Position: Q3 2026 in Review

BigSur Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.21% in Q3 2026, buying an estimated $3.87K and bringing the position to 15,108 shares worth $1.78M. The position accounts for 0.42% of the portfolio, ranked #64.

BigSur Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2024. 596 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

BigSur Wealth Management held 15,108 shares of Avantis US Small Cap Value ETF worth $1.78M as of Q3 2026.
BigSur Wealth Management bought 31 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $3.87K.
Avantis US Small Cap Value ETF made up 0.42% of BigSur Wealth Management's portfolio in Q3 2026, its #64 holding.
BigSur Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
BigSur Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.57M in Q4 2024.
596 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.