Cambridge Investment Research Advisors
AVUV icon

Cambridge Investment Research Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cambridge Investment Research Advisors’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 		$43.4M Buy
348,224
+27,984
+9% +$3.34M 0.1% 204
2026
Q1 		$35.4M Buy
320,240
+51,715
+19% +$5.69M 0.09% 214
2025
Q4 		$27.4M Sell
268,525
-47,636
-15% -$4.77M 0.07% 262
2025
Q3 		$31.5M Buy
316,161
+23,627
+8% +$2.29M 0.09% 236
2025
Q2 		$26.6M Buy
292,534
+90,568
+45% +$7.81M 0.08% 250
2025
Q1 		$17.6M Buy
201,966
+10,465
+5% +$983K 0.06% 322
2024
Q4 		$18.5M Sell
191,501
-20,231
-10% -$2.01M 0.06% 308
2024
Q3 		$20.3M Buy
211,732
+11,552
+6% +$1.08M 0.07% 281
2024
Q2 		$18M Sell
200,180
-46,913
-19% -$4.25M 0.07% 288
2024
Q1 		$23.2M Buy
247,093
+35,331
+17% +$3.13M 0.09% 216
2023
Q4 		$19M Buy
211,762
+84,066
+66% +$6.73M 0.08% 240
2023
Q3 		$9.95M Buy
127,696
+25,201
+25% +$2.02M 0.05% 382
2023
Q2 		$7.96M Buy
102,495
+19,995
+24% +$1.47M 0.04% 462
2023
Q1 		$6.11M Buy
82,500
+8,522
+12% +$667K 0.03% 543
2022
Q4 		$5.51M Buy
73,978
+36,301
+96% +$2.73M 0.03% 565
2022
Q3 		$2.49M Sell
37,677
-50,147
-57% -$3.66M 0.01% 917
2022
Q2 		$6M Sell
87,824
-21,422
-20% -$1.62M 0.03% 501
2022
Q1 		$8.72M Buy
109,246
+80,232
+277% +$6.35M 0.04% 423
2021
Q4 		$2.31M Buy
29,014
+871
+3% +$69.4K 0.01% 1050
2021
Q3 		$2.13M Buy
28,143
+19,224
+216% +$1.42M 0.01% 1067
2021
Q2 		$678K Buy
8,919
+3,623
+68% +$274K ﹤0.01% 1816
2021
Q1 		$382K Buy
+5,296
New +$355K ﹤0.01% 2102

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cambridge Investment Research Advisors's AVUV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.7% in Q2 2026, buying an estimated $3.34M and bringing the position to 348,224 shares worth $43.4M. The position accounts for 0.1% of the portfolio, ranked #204.

Cambridge Investment Research Advisors first reported a position in AVUV in Q1 2021 and has held it in 22 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cambridge Investment Research Advisors held 348,224 shares of Avantis US Small Cap Value ETF worth $43.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 27,984 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.34M.
  • Avantis US Small Cap Value ETF made up 0.1% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #204 holding.
  • Cambridge Investment Research Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.