ESB
AVUV icon

Essex Savings Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Essex Savings Bank’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 		$364K Hold
2,919
– – 0.08% 201
2026
Q1 		$322K Buy
2,919
+231
+9% +$25.4K 0.07% 216
2025
Q4 		$274K Buy
2,688
+254
+10% +$25.4K 0.06% 250
2025
Q3 		$242K Hold
2,434
– – 0.05% 267
2025
Q2 		$222K Hold
2,434
– – 0.05% 280
2025
Q1 		$212K Sell
2,434
-191
-7% -$17.9K 0.05% 282
2024
Q4 		$253K Buy
2,625
+291
+12% +$28.9K 0.06% 237
2024
Q3 		$224K Hold
2,334
– – 0.06% 265
2024
Q2 		$209K Buy
+2,334
New +$211K 0.06% 253

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
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
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

Essex Savings Bank's AVUV Position: Q2 2026 in Review

Essex Savings Bank held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 2,919 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #201.

Essex Savings Bank first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Essex Savings Bank held 2,919 shares of Avantis US Small Cap Value ETF worth $364K as of Q2 2026.
  • Essex Savings Bank left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.08% of Essex Savings Bank's portfolio in Q2 2026, its #201 holding.
  • Essex Savings Bank first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.