CD
AVUV icon

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
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

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

Chapin Davis's AVUV Position: Q2 2026 in Review

Chapin Davis increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.5% in Q2 2026, buying an estimated $23.9K and bringing the position to 2,305 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #195.

Chapin Davis first reported a position in AVUV in Q3 2024 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Chapin Davis held 2,305 shares of Avantis US Small Cap Value ETF worth $288K as of Q2 2026.
  • Chapin Davis bought 200 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $23.9K.
  • Avantis US Small Cap Value ETF made up 0.05% of Chapin Davis's portfolio in Q2 2026, its #195 holding.
  • Chapin Davis first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.