Burton Enright Welch’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Burton Enright Welch’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	$63.4M	Buy	507,991 +20,390	+4%	+$2.43M	7.44%	2
2026 Q1	$53.9M	Buy	487,601 +14,502	+3%	+$1.6M	7.32%	3
2025 Q4	$48.2M	Buy	473,099 +17,862	+4%	+$1.79M	6.79%	3
2025 Q3	$45.3M	Buy	455,237 +23,380	+5%	+$2.26M	6.84%	3
2025 Q2	$39.3M	Buy	431,857 +17,506	+4%	+$1.51M	6.82%	3
2025 Q1	$36.1M	Buy	414,351 +11,362	+3%	+$1.07M	7.34%	3
2024 Q4	$38.9M	Sell	402,989 -20	-0%	-$1.99K	8.17%	2
2024 Q3	$38.7M	Buy	403,009 +1,251	+0.3%	+$117K	8.29%	2
2024 Q2	$36M	Buy	401,758 +1,947	+0.5%	+$176K	8.31%	2
2024 Q1	$37.5M	Buy	399,811 +3,674	+0.9%	+$325K	9.01%	2
2023 Q4	$35.6M	Buy	396,137 +2,001	+0.5%	+$160K	9.5%	2
2023 Q3	$30.7M	Buy	394,136 +6,557	+2%	+$527K	9.48%	2
2023 Q2	$30.1M	Buy	387,579 +179,180	+86%	+$13.2M	9.39%	2
2023 Q1	$15.4M	Buy	208,399 +4,253	+2%	+$333K	5.88%	4
2022 Q4	$15.2M	Buy	204,146 +33,757	+20%	+$2.54M	6.33%	4
2022 Q3	$11.3M	Buy	+170,389	New	+$12.4M	5.59%	4

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

Burton Enright Welch's AVUV Position: Q2 2026 in Review

Burton Enright Welch increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.2% in Q2 2026, buying an estimated $2.43M and bringing the position to 507,991 shares worth $63.4M. The position accounts for 7.44% of the portfolio, ranked #2.

Burton Enright Welch first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Burton Enright Welch held 507,991 shares of Avantis US Small Cap Value ETF worth $63.4M as of Q2 2026.
Burton Enright Welch bought 20,390 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.43M.
Avantis US Small Cap Value ETF made up 7.44% of Burton Enright Welch's portfolio in Q2 2026, its #2 holding.
Burton Enright Welch first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.