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

Empirical Wealth 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 Q2	$55.5M	Buy	444,573 +29,914	+7%	+$3.57M	0.81%	26
2026 Q1	$45.8M	Buy	414,659 +19,890	+5%	+$2.19M	0.79%	25
2025 Q4	$40.3M	Buy	394,769 +33,697	+9%	+$3.37M	0.72%	25
2025 Q3	$35.9M	Buy	361,072 +31,114	+9%	+$3.01M	0.72%	25
2025 Q2	$30.1M	Buy	329,958 +36,530	+12%	+$3.15M	0.68%	25
2025 Q1	$25.6M	Buy	293,428 +27,640	+10%	+$2.6M	0.66%	26
2024 Q4	$25.7M	Buy	265,788 +29,343	+12%	+$2.92M	0.7%	27
2024 Q3	$22.7M	Buy	236,445 +23,512	+11%	+$2.2M	0.64%	30
2024 Q2	$19.1M	Buy	212,933 +28,923	+16%	+$2.62M	0.57%	31
2024 Q1	$17.2M	Buy	184,010 +29,772	+19%	+$2.63M	0.52%	35
2023 Q4	$13.9M	Buy	154,238 +33,498	+28%	+$2.68M	0.46%	38
2023 Q3	$9.41M	Buy	120,740 +40,122	+50%	+$3.22M	0.37%	58
2023 Q2	$6.26M	Buy	+80,618	New	+$5.93M	0.25%	82

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Empirical Wealth Management's AVUV Position: Q2 2026 in Review

Empirical Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.2% in Q2 2026, buying an estimated $3.57M and bringing the position to 444,573 shares worth $55.5M. The position accounts for 0.81% of the portfolio, ranked #26.

Empirical Wealth Management first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. 548 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Empirical Wealth Management held 444,573 shares of Avantis US Small Cap Value ETF worth $55.5M as of Q2 2026.
Empirical Wealth Management bought 29,914 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.57M.
Avantis US Small Cap Value ETF made up 0.81% of Empirical Wealth Management's portfolio in Q2 2026, its #26 holding.
Empirical Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
548 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.