Great Point Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Great Point Wealth 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	$28.1M	Buy	225,585 +10,574	+5%	+$1.26M	4.55%	5
2026 Q1	$23.8M	Buy	215,011 +11,708	+6%	+$1.29M	4.38%	5
2025 Q4	$20.7M	Buy	203,303 +853	+0.4%	+$85.3K	3.78%	7
2025 Q3	$20.1M	Buy	+202,450	New	+$19.6M	3.79%	7
2025 Q1	$17.2M	Buy	197,174 +5,976	+3%	+$561K	3.72%	8
2024 Q4	$18.5M	Buy	191,198 +4,234	+2%	+$421K	4.04%	6
2024 Q3	$17.9M	Buy	186,964 +3,659	+2%	+$342K	3.83%	6
2024 Q2	$16.4M	Buy	183,305 +10,406	+6%	+$942K	3.76%	7
2024 Q1	$16.2M	Buy	172,899 +41,274	+31%	+$3.65M	3.78%	6
2023 Q4	$11.8M	Buy	131,625 +9,208	+8%	+$737K	3.07%	10
2023 Q3	$9.54M	Buy	122,417 +3,544	+3%	+$285K	2.86%	13
2023 Q2	$9.23M	Buy	118,873 +12,090	+11%	+$889K	2.77%	13
2023 Q1	$7.91M	Buy	106,783 +2,965	+3%	+$232K	2.51%	16
2022 Q4	$7.74M	Buy	103,818 +17,334	+20%	+$1.3M	2.59%	14
2022 Q3	$5.72M	Buy	86,484 +35,268	+69%	+$2.57M	2.13%	17
2022 Q2	$3.5M	Sell	51,216 -49,361	-49%	-$3.74M	1.24%	24
2022 Q1	$8.03M	Buy	100,577 +33,607	+50%	+$2.66M	2.5%	13
2021 Q4	$5.34M	Buy	66,970 +15,215	+29%	+$1.21M	1.64%	17
2021 Q3	$3.91M	Buy	51,755 +4,191	+9%	+$311K	1.34%	18
2021 Q2	$3.62M	Buy	+47,564	New	+$3.59M	1.26%	18

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

Great Point Wealth Advisors's AVUV Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.9% in Q2 2026, buying an estimated $1.26M and bringing the position to 225,585 shares worth $28.1M. The position accounts for 4.55% of the portfolio, ranked #5.

Great Point Wealth Advisors first reported a position in AVUV in Q2 2021 and has held it in 20 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Great Point Wealth Advisors held 225,585 shares of Avantis US Small Cap Value ETF worth $28.1M as of Q2 2026.
Great Point Wealth Advisors bought 10,574 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.26M.
Avantis US Small Cap Value ETF made up 4.55% of Great Point Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Great Point Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.