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Girard Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Girard Partners’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
2024
Q2 		$267K Hold
2,980
– – 0.03% 232
2024
Q1 		$279K Hold
2,980
– – 0.03% 233
2023
Q4 		$268K Hold
2,980
– – 0.03% 221
2023
Q3 		$232K Hold
2,980
– – 0.03% 221
2023
Q2 		$231K Buy
+2,980
New +$219K 0.02% 234

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Girard Partners's AVUV Position: Q2 2024 in Review

Girard Partners held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2024 at 2,980 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #232.

Girard Partners first reported a position in AVUV in Q2 2023 and has held it in 5 quarters since. The position peaked at $279K in Q1 2024. 649 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

  • Girard Partners held 2,980 shares of Avantis US Small Cap Value ETF worth $267K as of Q2 2024.
  • Girard Partners left its Avantis US Small Cap Value ETF share count unchanged in Q2 2024.
  • Avantis US Small Cap Value ETF made up 0.03% of Girard Partners's portfolio in Q2 2024, its #232 holding.
  • Girard Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 5 quarters since.
  • Girard Partners's Avantis US Small Cap Value ETF position peaked at $279K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.