Chapin Davis’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Chapin Davis’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 Q3	$276K	Buy	2,340 +35	+2%	+$4.37K	0.05%	198
2026 Q2	$288K	Buy	2,305 +200	+10%	+$23.9K	0.05%	195
2026 Q1	$233K	Hold	2,105	–	–	0.05%	234
2025 Q4	$215K	Hold	2,105	–	–	0.05%	227
2025 Q3	$210K	Buy	+2,105	New	+$204K	0.05%	230
2025 Q1	–	Sell	-2,105	Closed	-$202K	–	226
2024 Q4	$202K	Hold	2,105	–	–	0.07%	218
2024 Q3	$202K	Buy	+2,105	New	+$197K	0.07%	219

Other funds holding AVUV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Chapin Davis's AVUV Position: Q3 2026 in Review

Chapin Davis increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q3 2026, buying an estimated $4.37K and bringing the position to 2,340 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #198.

Chapin Davis first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. The position peaked at $288K in Q2 2026. 162 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Chapin Davis held 2,340 shares of Avantis US Small Cap Value ETF worth $276K as of Q3 2026.
Chapin Davis bought 35 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $4.37K.
Avantis US Small Cap Value ETF made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #198 holding.
Chapin Davis first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Chapin Davis's Avantis US Small Cap Value ETF position peaked at $288K in Q2 2026.
162 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.