BlueStem Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BlueStem Wealth Partners’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	$8.04M	Sell	64,427 -922	-1%	-$110K	0.8%	28
2026 Q1	$7.22M	Buy	65,349 +14,030	+27%	+$1.54M	0.8%	30
2025 Q4	$5.23M	Buy	51,319 +550	+1%	+$55K	0.58%	34
2025 Q3	$5.05M	Buy	50,769 +735	+1%	+$71.1K	0.58%	28
2025 Q2	$4.56M	Buy	50,034 +5,545	+12%	+$478K	0.56%	26
2025 Q1	$3.88M	Sell	44,489 -2,765	-6%	-$260K	0.53%	27
2024 Q4	$4.56M	Buy	+47,254	New	+$4.69M	0.6%	22

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlueStem Wealth Partners's AVUV Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.4% in Q2 2026, selling an estimated $110K and leaving 64,427 shares worth $8.04M. The position accounts for 0.8% of the portfolio, ranked #28.

BlueStem Wealth Partners first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

BlueStem Wealth Partners held 64,427 shares of Avantis US Small Cap Value ETF worth $8.04M as of Q2 2026.
BlueStem Wealth Partners sold 922 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $110K.
Avantis US Small Cap Value ETF made up 0.8% of BlueStem Wealth Partners's portfolio in Q2 2026, its #28 holding.
BlueStem Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.