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Cary Street Partners Investment Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cary Street Partners Investment Advisory’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 		$2.75K Hold
22
– – ﹤0.01% 723
2026
Q1 		$2.43K Buy
+22
New +$2.42K ﹤0.01% 667

Other funds holding AVUV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's AVUV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 22 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Cary Street Partners Investment Advisory first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 22 shares of Avantis US Small Cap Value ETF worth $2.75K as of Q2 2026.
  • Cary Street Partners Investment Advisory left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #723 holding.
  • Cary Street Partners Investment Advisory first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 920 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.