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AVUV icon

EP Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

EP Wealth Advisors’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 		$10.9M Sell
87,426
-238
-0.3% -$28.4K 0.04% 262
2026
Q1 		$9.68M Sell
87,664
-1,720
-2% -$189K 0.05% 225
2025
Q4 		$9.12M Buy
+89,384
New +$8.94M 0.05% 210
2025
Q2 		$9.18M Sell
100,748
-3,032
-3% -$261K 0.06% 193
2025
Q1 		$9.05M Sell
103,780
-5,164
-5% -$485K 0.07% 158
2024
Q4 		$10.5M Sell
108,944
-82
-0.1% -$8.15K 0.09% 136
2024
Q3 		$10.5M Sell
109,026
-16,676
-13% -$1.56M 0.09% 142
2024
Q2 		$11.3M Sell
125,702
-4,269
-3% -$387K 0.12% 112
2024
Q1 		$12.2M Sell
129,971
-1,043
-0.8% -$92.3K 0.14% 102
2023
Q4 		$11.8M Sell
131,014
-499
-0.4% -$39.9K 0.15% 98
2023
Q3 		$10.3M Sell
131,513
-2,168,487
-94% -$174M 0.16% 98
2023
Q2 		$10.3M Buy
2,300,000
+2,161,792
+1,564% +$159M 0.15% 99
2023
Q1 		$10.2M Sell
138,208
-8,242
-6% -$645K 0.18% 87
2022
Q4 		$10.9M Sell
146,450
-10,162
-6% -$764K 0.2% 84
2022
Q3 		$10.4M Sell
156,612
-2,854
-2% -$208K 0.23% 76
2022
Q2 		$10.9M Sell
159,466
-22,057
-12% -$1.67M 0.25% 70
2022
Q1 		$14.5M Sell
181,523
-2,913
-2% -$231K 0.32% 65
2021
Q4 		$14.7M Buy
+184,436
New +$14.7M 0.35% 58

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

EP Wealth Advisors's AVUV Position: Q2 2026 in Review

EP Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.27% in Q2 2026, selling an estimated $28.4K and leaving 87,426 shares worth $10.9M. The position accounts for 0.04% of the portfolio, ranked #262.

EP Wealth Advisors first reported a position in AVUV in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q4 2021. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • EP Wealth Advisors held 87,426 shares of Avantis US Small Cap Value ETF worth $10.9M as of Q2 2026.
  • EP Wealth Advisors sold 238 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $28.4K.
  • Avantis US Small Cap Value ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • EP Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • EP Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $14.7M in Q4 2021.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.