Gallagher Fiduciary Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Gallagher Fiduciary 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	$21.6M	Buy	172,874 +669	+0.4%	+$79.8K	0.71%	14
2026 Q1	$19M	Sell	172,205 -20,720	-11%	-$2.28M	0.74%	8
2025 Q4	$19.7M	Buy	192,925 +3,065	+2%	+$307K	0.64%	12
2025 Q3	$18.9M	Buy	189,860 +3,204	+2%	+$310K	0.69%	11
2025 Q2	$17M	Buy	186,656 +22,906	+14%	+$1.97M	0.66%	12
2025 Q1	$14.3M	Buy	163,750 +4,933	+3%	+$463K	0.47%	16
2024 Q4	$15.3M	Sell	158,817 -27,979	-15%	-$2.78M	3%	7
2024 Q3	$17.9M	Buy	+186,796	New	+$17.5M	3.63%	7

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

Gallagher Fiduciary Advisors's AVUV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.39% in Q2 2026, buying an estimated $79.8K and bringing the position to 172,874 shares worth $21.6M. The position accounts for 0.71% of the portfolio, ranked #14.

Gallagher Fiduciary Advisors first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Gallagher Fiduciary Advisors held 172,874 shares of Avantis US Small Cap Value ETF worth $21.6M as of Q2 2026.
Gallagher Fiduciary Advisors bought 669 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $79.8K.
Avantis US Small Cap Value ETF made up 0.71% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #14 holding.
Gallagher Fiduciary Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 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 Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.