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AVUV icon

Cardinal Point Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cardinal Point Capital Management’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 		$700K Sell
5,610
-420
-7% -$50.1K 0.04% 155
2026
Q1 		$666K Buy
6,030
+297
+5% +$32.7K 0.04% 150
2025
Q4 		$585K Hold
5,733
– – 0.04% 143
2025
Q3 		$559K Sell
5,733
-458
-7% -$44.3K 0.04% 143
2025
Q2 		$564K Sell
6,191
-740
-11% -$63.8K 0.04% 135
2025
Q1 		$604K Sell
6,931
-720
-9% -$67.7K 0.06% 104
2024
Q4 		$739K Buy
7,651
+4,190
+121% +$416K 0.12% 43
2024
Q3 		$332K Sell
3,461
-394
-10% -$36.8K 0.06% 67
2024
Q2 		$346K Sell
3,855
-7,730
-67% -$700K 0.06% 60
2024
Q1 		$1.09M Buy
11,585
+400
+4% +$35.4K 0.21% 28
2023
Q4 		$1M Buy
11,185
+1,270
+13% +$102K 0.24% 27
2023
Q3 		$773K Buy
9,915
+1,080
+12% +$86.8K 0.2% 30
2023
Q2 		$686K Sell
8,835
-1,862
-17% -$137K 0.21% 35
2023
Q1 		$792K Buy
10,697
+1,432
+15% +$112K 0.24% 39
2022
Q4 		$690K Buy
+9,265
New +$697K 0.24% 36

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

Cardinal Point Capital Management's AVUV Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7% in Q2 2026, selling an estimated $50.1K and leaving 5,610 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #155.

Cardinal Point Capital Management first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cardinal Point Capital Management held 5,610 shares of Avantis US Small Cap Value ETF worth $700K as of Q2 2026.
  • Cardinal Point Capital Management sold 420 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $50.1K.
  • Avantis US Small Cap Value ETF made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #155 holding.
  • Cardinal Point Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Point Capital Management's Avantis US Small Cap Value ETF position peaked at $1.09M in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.