First Merchants Corp’s Avantis US Small Cap Value ETF AVUV Stock Holding History

First Merchants Corp’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	$24.7M	Buy	197,882 +9,495	+5%	+$1.13M	0.87%	33
2026 Q1	$20.8M	Buy	188,387 +13,310	+8%	+$1.47M	0.79%	35
2025 Q4	$17.9M	Buy	175,077 +19,725	+13%	+$1.97M	0.66%	40
2025 Q3	$15.5M	Buy	155,352 +17,999	+13%	+$1.74M	0.58%	46
2025 Q2	$12.5M	Buy	137,353 +25,038	+22%	+$2.16M	0.48%	59
2025 Q1	$9.79M	Buy	+112,315	New	+$10.6M	0.39%	73

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

First Merchants Corp's AVUV Position: Q2 2026 in Review

First Merchants Corp increased its Avantis US Small Cap Value ETF (AVUV) stake by 5% in Q2 2026, buying an estimated $1.13M and bringing the position to 197,882 shares worth $24.7M. The position accounts for 0.87% of the portfolio, ranked #33.

First Merchants Corp first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

First Merchants Corp held 197,882 shares of Avantis US Small Cap Value ETF worth $24.7M as of Q2 2026.
First Merchants Corp bought 9,495 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.13M.
Avantis US Small Cap Value ETF made up 0.87% of First Merchants Corp's portfolio in Q2 2026, its #33 holding.
First Merchants Corp first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.