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Cornerstone Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cornerstone Advisory’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 		$4.24M Buy
34,018
+12,850
+61% +$1.53M 0.35% 52
2026
Q1 		$2.34M Buy
21,168
+7,113
+51% +$783K 0.22% 70
2025
Q4 		$1.43M Buy
14,055
+1,133
+9% +$113K 0.14% 87
2025
Q3 		$1.29M Buy
12,922
+2,697
+26% +$261K 0.13% 86
2025
Q2 		$931K Sell
10,225
-158
-2% -$13.6K 0.1% 97
2025
Q1 		$877K Sell
10,383
-8,670
-46% -$815K 0.1% 99
2024
Q4 		$1.86M Buy
19,053
+4,986
+35% +$495K 0.21% 68
2024
Q3 		$1.35M Buy
14,067
+6,290
+81% +$588K 0.18% 74
2024
Q2 		$698K Buy
+7,777
New +$704K 0.1% 101

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Cornerstone Advisory's AVUV Position: Q2 2026 in Review

Cornerstone Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 61% in Q2 2026, buying an estimated $1.53M and bringing the position to 34,018 shares worth $4.24M. The position accounts for 0.35% of the portfolio, ranked #52.

Cornerstone Advisory first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 569 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cornerstone Advisory held 34,018 shares of Avantis US Small Cap Value ETF worth $4.24M as of Q2 2026.
  • Cornerstone Advisory bought 12,850 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.53M.
  • Avantis US Small Cap Value ETF made up 0.35% of Cornerstone Advisory's portfolio in Q2 2026, its #52 holding.
  • Cornerstone Advisory first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 569 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.