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 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 $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Darden Wealth Group's AVUV Position: Q2 2026 in Review

Darden Wealth Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 6.1% in Q2 2026, selling an estimated $47.7K and leaving 6,200 shares worth $774K. The position accounts for 0.31% of the portfolio, ranked #63.

Darden Wealth Group first reported a position in AVUV in Q4 2023 and has held it in 6 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Darden Wealth Group held 6,200 shares of Avantis US Small Cap Value ETF worth $774K as of Q2 2026.
Darden Wealth Group sold 400 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $47.7K.
Avantis US Small Cap Value ETF made up 0.31% of Darden Wealth Group's portfolio in Q2 2026, its #63 holding.
Darden Wealth Group first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.