Cornerstone Management
AVUV icon

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

Cornerstone 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
2026
Q3 		$2.28M Sell
19,355
-528
-3% -$65.8K 0.34% 24
2026
Q2 		$2.48M Sell
19,883
-2,434
-11% -$290K 0.36% 24
2026
Q1 		$2.47M Sell
22,317
-4
-0% -$440 0.39% 24
2025
Q4 		$2.28M Sell
22,321
-415
-2% -$41.5K 0.37% 24
2025
Q3 		$2.26M Sell
22,736
-900
-4% -$87.1K 0.37% 24
2025
Q2 		$2.15M Sell
23,636
-2,454
-9% -$211K 0.37% 25
2025
Q1 		$2.27M Buy
26,090
+899
+4% +$84.5K 0.43% 24
2024
Q4 		$2.43M Sell
25,191
-2,999
-11% -$298K 0.47% 23
2024
Q3 		$2.7M Sell
28,190
-2,842
-9% -$266K 0.56% 22
2024
Q2 		$2.78M Buy
31,032
+149
+0.5% +$13.5K 0.61% 22
2024
Q1 		$2.89M Sell
30,883
-888
-3% -$78.6K 0.64% 23
2023
Q4 		$2.85M Sell
31,771
-255
-0.8% -$20.4K 0.73% 23
2023
Q3 		$2.5M Sell
32,026
-1,159
-3% -$93.1K 0.67% 22
2023
Q2 		$2.58M Buy
33,185
+92
+0.3% +$6.76K 0.66% 22
2023
Q1 		$2.45M Buy
33,093
+469
+1% +$36.7K 0.64% 23
2022
Q4 		$2.43M Sell
32,624
-2,772
-8% -$208K 0.68% 22
2022
Q3 		$2.34M Buy
35,396
+5,632
+19% +$411K 0.64% 23
2022
Q2 		$2.03M Buy
29,764
+6,273
+27% +$475K 0.53% 25
2022
Q1 		$1.88M Sell
23,491
-597
-2% -$47.3K 0.46% 25
2021
Q4 		$1.92M Buy
24,088
+2,403
+11% +$191K 0.53% 23
2021
Q3 		$1.64M Buy
21,685
+11,502
+113% +$852K 0.43% 26
2021
Q2 		$774K Hold
10,183
– – 0.21% 30
2021
Q1 		$735K Sell
10,183
-18
-0.2% -$1.21K 0.21% 31
2020
Q4 		$580K Buy
+10,201
New +$522K 0.18% 32

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Cornerstone Management's AVUV Position: Q3 2026 in Review

Cornerstone Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.7% in Q3 2026, selling an estimated $65.8K and leaving 19,355 shares worth $2.28M. The position accounts for 0.34% of the portfolio, ranked #24.

Cornerstone Management first reported a position in AVUV in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.89M in Q1 2024. 325 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Cornerstone Management held 19,355 shares of Avantis US Small Cap Value ETF worth $2.28M as of Q3 2026.
  • Cornerstone Management sold 528 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $65.8K.
  • Avantis US Small Cap Value ETF made up 0.34% of Cornerstone Management's portfolio in Q3 2026, its #24 holding.
  • Cornerstone Management first reported a position in Avantis US Small Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Cornerstone Management's Avantis US Small Cap Value ETF position peaked at $2.89M in Q1 2024.
  • 325 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Cornerstone Management's 13F filing for Q3 2026, filed 16 Oct 2026.