Csenge Advisory Group
AVUV icon

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

Csenge Advisory Group’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 		$213K Buy
+1,812
New +$226K 0.01% 701
2024
Q2 		– Sell
-17,654
Closed -$1.65M – 670
2024
Q1 		$1.65M Buy
17,654
+1,872
+12% +$166K 0.09% 174
2023
Q4 		$1.42M Buy
15,782
+4,340
+38% +$347K 0.09% 186
2023
Q3 		$892K Buy
+11,442
New +$919K 0.06% 229

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Csenge Advisory Group's AVUV Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 1,812 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in AVUV as recently as Q1 2024.

Csenge Advisory Group first reported a position in AVUV in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Csenge Advisory Group held 1,812 shares of Avantis US Small Cap Value ETF worth $213K as of Q3 2026.
  • Avantis US Small Cap Value ETF was a new Csenge Advisory Group position in Q3 2026.
  • Avantis US Small Cap Value ETF made up 0.01% of Csenge Advisory Group's portfolio in Q3 2026, its #701 holding.
  • Csenge Advisory Group first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 4 quarters since.
  • Csenge Advisory Group's Avantis US Small Cap Value ETF position peaked at $1.65M in Q1 2024.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.