Gradient Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Gradient Capital 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	$1.58M	Sell	12,667 -314	-2%	-$37.5K	0.37%	58
2026 Q1	$1.43M	Sell	12,981 -97	-0.7%	-$10.7K	0.37%	58
2025 Q4	$1.33M	Sell	13,078 -415	-3%	-$41.5K	0.34%	59
2025 Q3	$1.34M	Sell	13,493 -650	-5%	-$62.9K	0.36%	56
2025 Q2	$1.29M	Buy	14,143 +2,902	+26%	+$250K	0.38%	53
2025 Q1	$980K	Hold	11,241	–	–	0.32%	57
2024 Q4	$1.09M	Buy	11,241 +21	+0.2%	+$2.09K	0.35%	57
2024 Q3	$1.08M	Sell	11,220 -269	-2%	-$25.1K	0.36%	59
2024 Q2	$1.03M	Sell	11,489 -561	-5%	-$50.8K	0.37%	58
2024 Q1	$1.13M	Sell	12,050 -673	-5%	-$59.5K	0.41%	53
2023 Q4	$1.14M	Hold	12,723	–	–	0.44%	51
2023 Q3	$992K	Buy	12,723 +96	+0.8%	+$7.71K	0.41%	52
2023 Q2	$980K	Hold	12,627	–	–	0.39%	55
2023 Q1	$935K	Sell	12,627 -347	-3%	-$27.2K	0.4%	56
2022 Q4	$967K	Sell	12,974 -1,515	-10%	-$114K	0.44%	53
2022 Q3	$958K	Sell	14,489 -12,286	-46%	-$896K	0.46%	52
2022 Q2	$1.83M	Buy	26,775 +423	+2%	+$32K	0.88%	29
2022 Q1	$2.1M	Buy	26,352 +733	+3%	+$58.1K	0.89%	27
2021 Q4	$2.04M	Buy	25,619 +3,110	+14%	+$248K	0.85%	30
2021 Q3	$1.7M	Buy	22,509 +7,906	+54%	+$586K	0.78%	32
2021 Q2	$1.11M	Buy	14,603 +5,217	+56%	+$394K	0.52%	42
2021 Q1	$678K	Buy	+9,386	New	+$629K	0.36%	61

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

Gradient Capital Advisors's AVUV Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q2 2026, selling an estimated $37.5K and leaving 12,667 shares worth $1.58M. The position accounts for 0.37% of the portfolio, ranked #58.

Gradient Capital Advisors first reported a position in AVUV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.1M in Q1 2022. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Gradient Capital Advisors held 12,667 shares of Avantis US Small Cap Value ETF worth $1.58M as of Q2 2026.
Gradient Capital Advisors sold 314 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $37.5K.
Avantis US Small Cap Value ETF made up 0.37% of Gradient Capital Advisors's portfolio in Q2 2026, its #58 holding.
Gradient Capital Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
Gradient Capital Advisors's Avantis US Small Cap Value ETF position peaked at $2.1M in Q1 2022.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.