Farther Finance Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Farther Finance 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	$78.6M	Buy	629,767 +71,254	+13%	+$8.5M	0.61%	23
2026 Q1	$61.8M	Buy	558,513 +113,595	+26%	+$12.5M	0.58%	26
2025 Q4	$45.4M	Buy	444,918 +111,342	+33%	+$11.1M	0.49%	39
2025 Q3	$33.2M	Buy	333,576 +228,273	+217%	+$22.1M	0.5%	39
2025 Q2	$9.59M	Buy	105,303 +12,687	+14%	+$1.09M	0.19%	103
2025 Q1	$8.1M	Buy	92,616 +31,375	+51%	+$2.95M	0.21%	102
2024 Q4	$5.91M	Buy	61,241 +7,172	+13%	+$713K	0.21%	98
2024 Q3	$5.19M	Buy	54,069 +11,016	+26%	+$1.03M	0.19%	98
2024 Q2	$3.84M	Sell	43,053 -497	-1%	-$45K	0.19%	93
2024 Q1	$4.05M	Buy	43,550 +21,802	+100%	+$1.93M	0.25%	80
2023 Q4	$1.95M	Buy	21,748 +947	+5%	+$75.8K	0.14%	134
2023 Q3	$1.62M	Buy	20,801 +649	+3%	+$52.1K	0.25%	76
2023 Q2	$1.56M	Sell	20,152 -819	-4%	-$60.2K	0.34%	58
2023 Q1	$1.55M	Buy	20,971 +466	+2%	+$36.5K	0.45%	42
2022 Q4	$1.53M	Buy	+20,505	New	+$1.54M	0.59%	27

Other funds holding AVUV

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's AVUV Position: Q2 2026 in Review

Farther Finance Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q2 2026, buying an estimated $8.5M and bringing the position to 629,767 shares worth $78.6M. The position accounts for 0.61% of the portfolio, ranked #23.

Farther Finance Advisors first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Farther Finance Advisors held 629,767 shares of Avantis US Small Cap Value ETF worth $78.6M as of Q2 2026.
Farther Finance Advisors bought 71,254 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $8.5M.
Avantis US Small Cap Value ETF made up 0.61% of Farther Finance Advisors's portfolio in Q2 2026, its #23 holding.
Farther Finance Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.