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

Cary Street Partners’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	$281K	Hold	2,250	–	–	0.01%	829
2026 Q1	$249K	Hold	2,250	–	–	0.01%	773
2025 Q4	$229K	Hold	2,250	–	–	0.01%	799
2025 Q3	$224K	Hold	2,250	–	–	0.01%	759
2025 Q2	$205K	Buy	+2,250	New	+$194K	0.01%	766

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

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

Cary Street Partners held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 2,250 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #829.

Cary Street Partners first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Cary Street Partners held 2,250 shares of Avantis US Small Cap Value ETF worth $281K as of Q2 2026.
Cary Street Partners 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's portfolio in Q2 2026, its #829 holding.
Cary Street Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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