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Clune & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clune & Associates’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 		$2.18M Sell
17,438
-1,589
-8% -$190K 0.33% 53
2026
Q1 		$2.1M Sell
19,027
-4,319
-18% -$476K 0.4% 59
2025
Q4 		$2.38M Buy
23,346
+5,207
+29% +$521K 0.51% 56
2025
Q3 		$1.81M Buy
18,139
+980
+6% +$94.8K 0.45% 57
2025
Q2 		$1.56M Buy
17,159
+942
+6% +$81.2K 0.43% 62
2025
Q1 		$1.41M Buy
16,217
+386
+2% +$36.3K 0.43% 63
2024
Q4 		$1.53M Buy
+15,831
New +$1.57M 0.51% 58

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Clune & Associates's AVUV Position: Q2 2026 in Review

Clune & Associates reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.4% in Q2 2026, selling an estimated $190K and leaving 17,438 shares worth $2.18M. The position accounts for 0.33% of the portfolio, ranked #53.

Clune & Associates first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2025. 292 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Clune & Associates held 17,438 shares of Avantis US Small Cap Value ETF worth $2.18M as of Q2 2026.
  • Clune & Associates sold 1,589 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $190K.
  • Avantis US Small Cap Value ETF made up 0.33% of Clune & Associates's portfolio in Q2 2026, its #53 holding.
  • Clune & Associates first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Avantis US Small Cap Value ETF position peaked at $2.38M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.