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Capital Investment Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Capital Investment Advisory Services’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 		$1.39M Buy
11,116
+948
+9% +$113K 0.09% 237
2026
Q1 		$1.12M Buy
10,168
+2,483
+32% +$273K 0.08% 238
2025
Q4 		$784K Buy
7,685
+255
+3% +$25.5K 0.06% 298
2025
Q3 		$740K Buy
7,430
+895
+14% +$86.6K 0.06% 292
2025
Q2 		$595K Sell
6,535
-3
-0% -$259 0.05% 311
2025
Q1 		$570K Sell
6,538
-322
-5% -$30.3K 0.05% 296
2024
Q4 		$662K Buy
6,860
+479
+8% +$47.6K 0.06% 242
2024
Q3 		$612K Buy
6,381
+1,183
+23% +$111K 0.06% 257
2024
Q2 		$466K Buy
5,198
+1,602
+45% +$145K 0.05% 298
2024
Q1 		$337K Buy
3,596
+442
+14% +$39.1K 0.04% 372
2023
Q4 		$283K Buy
+3,154
New +$252K 0.03% 411

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Capital Investment Advisory Services's AVUV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.3% in Q2 2026, buying an estimated $113K and bringing the position to 11,116 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #237.

Capital Investment Advisory Services first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 391 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Capital Investment Advisory Services held 11,116 shares of Avantis US Small Cap Value ETF worth $1.39M as of Q2 2026.
  • Capital Investment Advisory Services bought 948 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $113K.
  • Avantis US Small Cap Value ETF made up 0.09% of Capital Investment Advisory Services's portfolio in Q2 2026, its #237 holding.
  • Capital Investment Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 391 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.