Flagstone Financial Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Flagstone Financial 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	$24.4M	Buy	195,332 +1,825	+0.9%	+$218K	5.45%	6
2026 Q1	$21.4M	Buy	193,507 +2,038	+1%	+$224K	5.31%	7
2025 Q4	$19.5M	Buy	191,469 +804	+0.4%	+$80.4K	5.01%	7
2025 Q3	$19M	Buy	190,665 +6,479	+4%	+$627K	5.01%	7
2025 Q2	$16.8M	Buy	184,186 +11,409	+7%	+$983K	4.81%	7
2025 Q1	$15.1M	Buy	172,777 +8,035	+5%	+$755K	4.85%	7
2024 Q4	$15.9M	Buy	164,742 +2,862	+2%	+$284K	5.28%	7
2024 Q3	$15.5M	Buy	161,880 +6,062	+4%	+$567K	5.21%	7
2024 Q2	$14M	Buy	155,818 +5,052	+3%	+$458K	5.2%	7
2024 Q1	$14.1M	Buy	150,766 +2,147	+1%	+$190K	5.46%	7
2023 Q4	$13.3M	Buy	148,619 +3,990	+3%	+$319K	5.47%	7
2023 Q3	$11.3M	Buy	144,629 +5,234	+4%	+$421K	5.16%	7
2023 Q2	$10.8M	Buy	139,395 +4,444	+3%	+$327K	5.08%	7
2023 Q1	$9.99M	Buy	134,951 +25,823	+24%	+$2.02M	4.99%	8
2022 Q4	$8.13M	Buy	+109,128	New	+$8.21M	4.95%	8

Other funds holding AVUV

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

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

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

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 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

Flagstone Financial Management's AVUV Position: Q2 2026 in Review

Flagstone Financial Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.94% in Q2 2026, buying an estimated $218K and bringing the position to 195,332 shares worth $24.4M. The position accounts for 5.45% of the portfolio, ranked #6.

Flagstone Financial Management first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Flagstone Financial Management held 195,332 shares of Avantis US Small Cap Value ETF worth $24.4M as of Q2 2026.
Flagstone Financial Management bought 1,825 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $218K.
Avantis US Small Cap Value ETF made up 5.45% of Flagstone Financial Management's portfolio in Q2 2026, its #6 holding.
Flagstone Financial Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.