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Clarus Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clarus Group’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 		$3.39M Sell
27,192
-855
-3% -$102K 1.15% 15
2026
Q1 		$3.1M Sell
28,047
-877
-3% -$96.6K 1.11% 17
2025
Q4 		$2.95M Sell
28,924
-1,290
-4% -$129K 1.06% 16
2025
Q3 		$3.01M Sell
30,214
-69,491
-70% -$6.72M 1.05% 17
2025
Q2 		$9.08M Sell
99,705
-25,769
-21% -$2.22M 3.34% 8
2025
Q1 		$10.9M Sell
125,474
-9,058
-7% -$851K 4.25% 6
2024
Q4 		$13M Buy
134,532
+55,809
+71% +$5.54M 4.62% 5
2024
Q3 		$7.55M Sell
78,723
-543
-0.7% -$50.8K 3.19% 8
2024
Q2 		$7.11M Buy
79,266
+497
+0.6% +$45K 3.14% 8
2024
Q1 		$7.38M Sell
78,769
-1,130
-1% -$100K 5.17% 5
2023
Q4 		$7.17M Sell
79,899
-2,550
-3% -$204K 5.43% 4
2023
Q3 		$6.43M Buy
82,449
+4,096
+5% +$329K 4.66% 6
2023
Q2 		$6.08M Buy
78,353
+7,088
+10% +$521K 4.44% 8
2023
Q1 		$5.28M Buy
71,265
+16,889
+31% +$1.32M 4.95% 6
2022
Q4 		$4.05M Sell
54,376
-3,004
-5% -$226K 3.56% 11
2022
Q3 		$3.79M Buy
+57,380
New +$4.18M 3.46% 10

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

Clarus Group's AVUV Position: Q2 2026 in Review

Clarus Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3% in Q2 2026, selling an estimated $102K and leaving 27,192 shares worth $3.39M. The position accounts for 1.15% of the portfolio, ranked #15.

Clarus Group first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $13M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Clarus Group held 27,192 shares of Avantis US Small Cap Value ETF worth $3.39M as of Q2 2026.
  • Clarus Group sold 855 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $102K.
  • Avantis US Small Cap Value ETF made up 1.15% of Clarus Group's portfolio in Q2 2026, its #15 holding.
  • Clarus Group first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Clarus Group's Avantis US Small Cap Value ETF position peaked at $13M in Q4 2024.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.