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Greenwich Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Greenwich Wealth Management’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 		$13.4M Buy
107,107
+1,698
+2% +$203K 0.49% 35
2026
Q1 		$11.6M Buy
105,409
+9,152
+10% +$1.01M 0.48% 37
2025
Q4 		$9.82M Buy
96,257
+6,777
+8% +$678K 0.44% 39
2025
Q3 		$8.91M Buy
89,480
+21,880
+32% +$2.12M 0.44% 35
2025
Q2 		$6.16M Sell
67,600
-22,749
-25% -$1.96M 0.3% 40
2025
Q1 		$7.88M Buy
90,349
+9,485
+12% +$891K 0.6% 24
2024
Q4 		$7.81M Buy
80,864
+2,686
+3% +$267K 0.55% 30
2024
Q3 		$7.5M Buy
78,178
+2,251
+3% +$210K 0.51% 29
2024
Q2 		$6.81M Buy
75,927
+340
+0.4% +$30.8K 0.5% 30
2024
Q1 		$7.08M Buy
75,587
+5,522
+8% +$489K 0.56% 26
2023
Q4 		$6.29M Sell
70,065
-13,120
-16% -$1.05M 0.62% 25
2023
Q3 		$6.48M Buy
83,185
+7,034
+9% +$565K 0.69% 22
2023
Q2 		$5.91M Buy
76,151
+14,787
+24% +$1.09M 0.62% 24
2023
Q1 		$4.54M Buy
61,364
+2,376
+4% +$186K 0.5% 29
2022
Q4 		$4.39M Sell
58,988
-2,734
-4% -$206K 0.48% 31
2022
Q3 		$4.08M Buy
61,722
+15,120
+32% +$1.1M 0.44% 30
2022
Q2 		$3.19M Buy
46,602
+8,032
+21% +$608K 0.42% 41
2022
Q1 		$3.08M Buy
38,570
+35,635
+1,214% +$2.82M 0.31% 49
2021
Q4 		$234K Buy
+2,935
New +$234K 0.02% 214

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Greenwich Wealth Management's AVUV Position: Q2 2026 in Review

Greenwich Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.6% in Q2 2026, buying an estimated $203K and bringing the position to 107,107 shares worth $13.4M. The position accounts for 0.49% of the portfolio, ranked #35.

Greenwich Wealth Management first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Greenwich Wealth Management held 107,107 shares of Avantis US Small Cap Value ETF worth $13.4M as of Q2 2026.
  • Greenwich Wealth Management bought 1,698 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $203K.
  • Avantis US Small Cap Value ETF made up 0.49% of Greenwich Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Greenwich Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.