Cherry Tree Wealth Management
AVUV icon

Cherry Tree Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cherry Tree 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
Q3 		$5M Buy
42,460
+1,030
+2% +$128K 0.94% 34
2026
Q2 		$5.17M Buy
41,430
+5,528
+15% +$659K 0.97% 35
2026
Q1 		$3.97M Buy
35,902
+279
+0.8% +$30.7K 0.84% 38
2025
Q4 		$3.63M Buy
35,623
+1,849
+5% +$185K 0.77% 38
2025
Q3 		$3.36M Buy
33,774
+2,962
+10% +$287K 0.74% 40
2025
Q2 		$2.81M Buy
30,812
+1,479
+5% +$127K 0.65% 41
2025
Q1 		$2.56M Buy
29,333
+575
+2% +$54K 0.62% 43
2024
Q4 		$2.78M Buy
28,758
+140
+0.5% +$13.9K 0.69% 40
2024
Q3 		$2.75M Sell
28,618
-4,620
-14% -$432K 0.65% 41
2024
Q2 		$2.98M Buy
33,238
+2,363
+8% +$214K 0.75% 36
2024
Q1 		$2.89M Buy
30,875
+4,057
+15% +$359K 0.73% 36
2023
Q4 		$2.41M Buy
26,818
+26,066
+3,466% +$2.09M 0.64% 37
2023
Q3 		$58.6K Buy
752
+618
+461% +$49.7K 0.02% 220
2023
Q2 		$10.4K Buy
+134
New +$9.9K ﹤0.01% 334

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cherry Tree Wealth Management's AVUV Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.5% in Q3 2026, buying an estimated $128K and bringing the position to 42,460 shares worth $5M. The position accounts for 0.94% of the portfolio, ranked #34.

Cherry Tree Wealth Management first reported a position in AVUV in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.17M in Q2 2026. 421 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Cherry Tree Wealth Management held 42,460 shares of Avantis US Small Cap Value ETF worth $5M as of Q3 2026.
  • Cherry Tree Wealth Management bought 1,030 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $128K.
  • Avantis US Small Cap Value ETF made up 0.94% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Avantis US Small Cap Value ETF position peaked at $5.17M in Q2 2026.
  • 421 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.