Darden Wealth Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Darden Wealth 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	$730K	Hold	6,200	–	–	0.29%	62
2026 Q2	$774K	Sell	6,200 -400	-6%	-$47.7K	0.31%	63
2026 Q1	$729K	Buy	6,600 +3,500	+113%	+$385K	0.37%	61
2025 Q4	$316K	Sell	3,100 -100	-3%	-$10K	0.15%	109
2025 Q3	$318K	Buy	+3,200	New	+$310K	0.17%	106
2024 Q2	–	Sell	-3,400	Closed	-$319K	–	102
2024 Q1	$319K	Sell	3,400 -3,200	-48%	-$283K	0.25%	78
2023 Q4	$593K	Buy	+6,600	New	+$528K	0.57%	50

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Darden Wealth Group's AVUV Position: Q3 2026 in Review

Darden Wealth Group held its Avantis US Small Cap Value ETF (AVUV) position steady in Q3 2026 at 6,200 shares worth $730K. The position accounts for 0.29% of the portfolio, ranked #62.

Darden Wealth Group first reported a position in AVUV in Q4 2023 and has held it in 7 quarters since. The position peaked at $774K in Q2 2026. 859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Darden Wealth Group held 6,200 shares of Avantis US Small Cap Value ETF worth $730K as of Q3 2026.
Darden Wealth Group left its Avantis US Small Cap Value ETF share count unchanged in Q3 2026.
Avantis US Small Cap Value ETF made up 0.29% of Darden Wealth Group's portfolio in Q3 2026, its #62 holding.
Darden Wealth Group first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Darden Wealth Group's Avantis US Small Cap Value ETF position peaked at $774K in Q2 2026.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.