Goldstone Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Goldstone Financial Group’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	$1.94M	Sell	15,525 -604	-4%	-$72K	0.18%	88
2026 Q1	$1.78M	Sell	16,129 -10,724	-40%	-$1.18M	0.19%	84
2025 Q4	$2.74M	Sell	26,853 -331	-1%	-$33.1K	0.31%	61
2025 Q3	$2.71M	Buy	27,184 +380	+1%	+$36.8K	0.32%	58
2025 Q2	$2.55M	Buy	26,804 +861	+3%	+$74.2K	0.34%	56
2025 Q1	$2.26M	Sell	25,943 -5,816	-18%	-$546K	0.34%	62
2024 Q4	$3.07M	Buy	31,759 +6,061	+24%	+$602K	0.48%	49
2024 Q3	$2.47M	Buy	25,698 +3,505	+16%	+$328K	0.43%	52
2024 Q2	$1.99M	Buy	22,193 +4,053	+22%	+$367K	0.4%	52
2024 Q1	$1.7M	Buy	18,140 +3,770	+26%	+$334K	0.39%	48
2023 Q4	$1.29M	Buy	14,370 +3,170	+28%	+$254K	0.33%	56
2023 Q3	$873K	Buy	11,200 +884	+9%	+$71K	0.26%	76
2023 Q2	$801K	Buy	10,316 +2,552	+33%	+$188K	0.24%	78
2023 Q1	$575K	Buy	+7,764	New	+$608K	0.19%	80

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

Goldstone Financial Group's AVUV Position: Q2 2026 in Review

Goldstone Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.7% in Q2 2026, selling an estimated $72K and leaving 15,525 shares worth $1.94M. The position accounts for 0.18% of the portfolio, ranked #88.

Goldstone Financial Group first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.07M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Goldstone Financial Group held 15,525 shares of Avantis US Small Cap Value ETF worth $1.94M as of Q2 2026.
Goldstone Financial Group sold 604 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $72K.
Avantis US Small Cap Value ETF made up 0.18% of Goldstone Financial Group's portfolio in Q2 2026, its #88 holding.
Goldstone Financial Group first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's Avantis US Small Cap Value ETF position peaked at $3.07M in Q4 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.