Convergence Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Convergence Financial's AVUV Position: Q2 2026 in Review

Convergence Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 135% in Q2 2026, buying an estimated $658K and bringing the position to 9,592 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #112.

Convergence Financial first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.26M in Q2 2025. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

• Convergence Financial held 9,592 shares of Avantis US Small Cap Value ETF worth $1.2M as of Q2 2026.
• Convergence Financial bought 5,517 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $658K.
• Avantis US Small Cap Value ETF made up 0.1% of Convergence Financial's portfolio in Q2 2026, its #112 holding.
• Convergence Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
• Convergence Financial's Avantis US Small Cap Value ETF position peaked at $9.26M in Q2 2025.
• 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.