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Buckingham Strategic Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$155M Sell
1,729,579
-22,246
-1% -$2.01M 1.61% 13
2024
Q1 		$164M Buy
1,751,825
+5,300
+0.3% +$469K 1.73% 12
2023
Q4 		$157M Buy
1,746,525
+163,233
+10% +$13.1M 1.86% 11
2023
Q3 		$123M Buy
1,583,292
+41,579
+3% +$3.34M 1.75% 12
2023
Q2 		$120M Buy
1,541,713
+1,149,949
+294% +$84.5M 1.7% 13
2023
Q1 		$29.2M Hold
391,764
– – 0.53% 26
2022
Q4 		$29.2M Buy
391,764
+82,194
+27% +$6.18M 0.53% 26
2022
Q3 		$20.5M Buy
309,570
+48,269
+18% +$3.52M 0.42% 36
2022
Q2 		$17.9M Buy
261,301
+87,160
+50% +$6.6M 0.35% 37
2022
Q1 		$13.9M Buy
174,141
+27,649
+19% +$2.19M 0.27% 44
2021
Q4 		$11.7M Buy
146,492
+20,001
+16% +$1.59M 0.23% 55
2021
Q3 		$9.56M Buy
126,491
+9,102
+8% +$674K 0.2% 57
2021
Q2 		$8.92M Buy
117,389
+13,849
+13% +$1.05M 0.22% 58
2021
Q1 		$7.48M Buy
103,540
+8,844
+9% +$593K 0.37% 58
2020
Q4 		$5.38M Buy
94,696
+5,653
+6% +$289K 0.28% 81
2020
Q3 		$3.81M Sell
89,043
-24,635
-22% -$1.06M 0.29% 74
2020
Q2 		$4.61M Buy
113,678
+51,529
+83% +$1.91M 0.44% 50
2020
Q1 		$1.94M Buy
+62,149
New +$2.81M 0.19% 95

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Buckingham Strategic Wealth's AVUV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q2 2024, selling an estimated $2.01M and leaving 1,729,579 shares worth $155M. The position accounts for 1.61% of the portfolio, ranked #13.

Buckingham Strategic Wealth first reported a position in AVUV in Q1 2020 and has held it in 18 quarters since. The position peaked at $164M in Q1 2024. 650 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

  • Buckingham Strategic Wealth held 1,729,579 shares of Avantis US Small Cap Value ETF worth $155M as of Q2 2024.
  • Buckingham Strategic Wealth sold 22,246 Avantis US Small Cap Value ETF shares in Q2 2024, an estimated $2.01M.
  • Avantis US Small Cap Value ETF made up 1.61% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #13 holding.
  • Buckingham Strategic Wealth first reported a position in Avantis US Small Cap Value ETF in Q1 2020 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's Avantis US Small Cap Value ETF position peaked at $164M in Q1 2024.
  • 650 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.