CHWM
AVUV icon

Cauble & Harre Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cauble & Harre Wealth 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 		$13.4M Buy
107,080
+1,207
+1% +$144K 10.72% 1
2026
Q1 		$12.5M Sell
105,873
-14,290
-12% -$1.57M 9.98% 1
2025
Q4 		$12.3M Buy
+120,163
New +$12M 10.27% 1

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

Cauble & Harre Wealth Management's AVUV Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.1% in Q2 2026, buying an estimated $144K and bringing the position to 107,080 shares worth $13.4M. The position accounts for 10.72% of the portfolio, ranked #1.

Cauble & Harre Wealth Management first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cauble & Harre Wealth Management held 107,080 shares of Avantis US Small Cap Value ETF worth $13.4M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 1,207 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $144K.
  • Avantis US Small Cap Value ETF made up 10.72% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Cauble & Harre Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.