CFO
AVUV icon

CVA Family Office’s Avantis US Small Cap Value ETF AVUV Stock Holding History

CVA Family Office’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 		$6.73M Buy
53,906
+35
+0.1% +$4.17K 0.61% 39
2026
Q1 		$5.95M Sell
53,871
-361
-0.7% -$39.7K 0.63% 38
2025
Q4 		$5.53M Sell
54,232
-1,819
-3% -$182K 0.64% 39
2025
Q3 		$5.58M Sell
56,051
-467
-0.8% -$45.2K 0.72% 36
2025
Q2 		$5.15M Sell
56,518
-4,220
-7% -$364K 0.72% 34
2025
Q1 		$5.29M Buy
60,738
+8,087
+15% +$760K 0.81% 32
2024
Q4 		$5.08M Buy
52,651
+6,765
+15% +$672K 0.8% 33
2024
Q3 		$4.4M Buy
45,886
+1,680
+4% +$157K 0.71% 33
2024
Q2 		$3.97M Sell
44,206
-6,499
-13% -$589K 0.71% 32
2024
Q1 		$4.75M Sell
50,705
-3,085
-6% -$273K 0.85% 26
2023
Q4 		$4.83M Buy
53,790
+2,472
+5% +$198K 0.94% 25
2023
Q3 		$4M Sell
51,318
-1,254
-2% -$101K 0.91% 26
2023
Q2 		$4.08M Buy
52,572
+836
+2% +$61.5K 0.86% 26
2023
Q1 		$3.83M Buy
51,736
+2,866
+6% +$224K 0.86% 26
2022
Q4 		$3.64M Buy
48,870
+10,007
+26% +$753K 0.88% 28
2022
Q3 		$2.57M Buy
38,863
+10,552
+37% +$769K 0.7% 36
2022
Q2 		$1.94M Buy
28,311
+1,351
+5% +$102K 0.53% 42
2022
Q1 		$2.15M Buy
26,960
+22,885
+562% +$1.81M 0.51% 39
2021
Q4 		$325K Buy
+4,075
New +$324K 0.08% 126
2021
Q3 		– Sell
-30
Closed -$2K – 406
2021
Q2 		$2K Buy
+30
New +$2.27K ﹤0.01% 869

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CVA Family Office's AVUV Position: Q2 2026 in Review

CVA Family Office increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.06% in Q2 2026, buying an estimated $4.17K and bringing the position to 53,906 shares worth $6.73M. The position accounts for 0.61% of the portfolio, ranked #39.

CVA Family Office first reported a position in AVUV in Q2 2021 and has held it in 20 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • CVA Family Office held 53,906 shares of Avantis US Small Cap Value ETF worth $6.73M as of Q2 2026.
  • CVA Family Office bought 35 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $4.17K.
  • Avantis US Small Cap Value ETF made up 0.61% of CVA Family Office's portfolio in Q2 2026, its #39 holding.
  • CVA Family Office first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.