Guardsman Private Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Guardsman Private Capital 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	$609K	Sell	4,884 -535	-10%	-$63.8K	0.43%	28
2026 Q1	$599K	Hold	5,419	–	–	0.47%	26
2025 Q4	$553K	Buy	+5,419	New	+$542K	0.44%	25

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

Guardsman Private Capital Management's AVUV Position: Q2 2026 in Review

Guardsman Private Capital Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 9.9% in Q2 2026, selling an estimated $63.8K and leaving 4,884 shares worth $609K. The position accounts for 0.43% of the portfolio, ranked #28.

Guardsman Private Capital Management first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Guardsman Private Capital Management held 4,884 shares of Avantis US Small Cap Value ETF worth $609K as of Q2 2026.
Guardsman Private Capital Management sold 535 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $63.8K.
Avantis US Small Cap Value ETF made up 0.43% of Guardsman Private Capital Management's portfolio in Q2 2026, its #28 holding.
Guardsman Private Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Guardsman Private Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.