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

Congress 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
2025
Q2 		$1.34M Sell
14,761
-157
-1% -$13.5K 0.01% 635
2025
Q1 		$1.31M Buy
14,918
+10,812
+263% +$1.02M 0.02% 566
2024
Q4 		$396K Buy
4,106
+70
+2% +$6.95K 0.01% 692
2024
Q3 		$387K Buy
4,036
+420
+12% +$39.3K 0.01% 684
2024
Q2 		$324K Buy
+3,616
New +$327K 0.01% 595

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Congress Wealth Management's AVUV Position: Q2 2025 in Review

Congress Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.1% in Q2 2025, selling an estimated $13.5K and leaving 14,761 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #635.

Congress Wealth Management first reported a position in AVUV in Q2 2024 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Congress Wealth Management held 14,761 shares of Avantis US Small Cap Value ETF worth $1.34M as of Q2 2025.
  • Congress Wealth Management sold 157 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $13.5K.
  • Avantis US Small Cap Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #635 holding.
  • Congress Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 861 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.