Ferguson Wellman Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ferguson Wellman Capital 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	$252K	Buy	+2,023	New	+$241K	﹤0.01%	393

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

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

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

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

Ferguson Wellman Capital Management's AVUV Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 2,023 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings.

473 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Ferguson Wellman Capital Management held 2,023 shares of Avantis US Small Cap Value ETF worth $252K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Ferguson Wellman Capital Management position in Q2 2026.
Avantis US Small Cap Value ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #393 holding.
473 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.