Fort Vancouver Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Fort Vancouver Investment 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	$23M	Sell	184,679 -7,704	-4%	-$919K	10.76%	3
2026 Q1	$21.3M	Buy	192,383 +4,921	+3%	+$542K	10.79%	3
2025 Q4	$19.1M	Buy	187,462 +6,370	+4%	+$637K	10.22%	3
2025 Q3	$18M	Buy	181,092 +12,972	+8%	+$1.25M	10.01%	3
2025 Q2	$15.3M	Buy	168,120 +14,067	+9%	+$1.21M	10.47%	2
2025 Q1	$13.4M	Buy	+154,053	New	+$14.5M	10.3%	2
2024 Q4	–	Sell	-113,662	Closed	-$10.9M	–	52
2024 Q3	$10.9M	Buy	113,662 +176	+0.2%	+$16.5K	9.41%	4
2024 Q2	$10.2M	Buy	+113,486	New	+$10.3M	9.78%	4

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

Fort Vancouver Investment Management's AVUV Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4% in Q2 2026, selling an estimated $919K and leaving 184,679 shares worth $23M. The position accounts for 10.76% of the portfolio, ranked #3.

Fort Vancouver Investment Management first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Fort Vancouver Investment Management held 184,679 shares of Avantis US Small Cap Value ETF worth $23M as of Q2 2026.
Fort Vancouver Investment Management sold 7,704 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $919K.
Avantis US Small Cap Value ETF made up 10.76% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #3 holding.
Fort Vancouver Investment Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.