Guardian Wealth Advisors (North Carolina)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$509K	Buy	4,076 +6	+0.1%	+$716	0.03%	234
2026 Q1	$450K	Buy	4,070 +4	+0.1%	+$440	0.03%	229
2025 Q4	$415K	Buy	4,066 +7	+0.2%	+$700	0.03%	246
2025 Q3	$404K	Buy	4,059 +5	+0.1%	+$484	0.03%	240
2025 Q2	$369K	Sell	4,054 -170	-4%	-$14.7K	0.03%	238
2025 Q1	$368K	Buy	+4,224	New	+$397K	0.03%	221
2024 Q4	–	Sell	-2,709	Closed	-$260K	–	521
2024 Q3	$260K	Buy	2,709 +64	+2%	+$5.98K	0.03%	233
2024 Q2	$237K	Buy	2,645 +128	+5%	+$11.6K	0.03%	236
2024 Q1	$236K	Buy	2,517 +123	+5%	+$10.9K	0.03%	244
2023 Q4	$215K	Buy	+2,394	New	+$192K	0.03%	234

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

Guardian Wealth Advisors (North Carolina)'s AVUV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.15% in Q2 2026, buying an estimated $716 and bringing the position to 4,076 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #234.

Guardian Wealth Advisors (North Carolina) first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 4,076 shares of Avantis US Small Cap Value ETF worth $509K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 6 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $716.
Avantis US Small Cap Value ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #234 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.