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

Guidance Capital’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 Q3	$1.7M	Sell	13,716 -5,272	-28%	-$657K	0.37%	51
2026 Q2	$2.4M	Sell	18,988 -1,728	-8%	-$206K	0.51%	34
2026 Q1	$2.49M	Buy	20,716 +4,795	+30%	+$528K	0.56%	31
2025 Q4	$1.76M	Buy	15,921 +383	+2%	+$38.3K	0.43%	40
2025 Q3	$1.55M	Buy	15,538 +1,231	+9%	+$119K	0.41%	44
2025 Q2	$1.29M	Buy	14,307 +288	+2%	+$24.8K	0.37%	52
2025 Q1	$1.2M	Buy	14,019 +1,500	+12%	+$141K	0.37%	49
2024 Q4	$1.25M	Buy	12,519 +2,867	+30%	+$285K	0.38%	50
2024 Q3	$948K	Buy	9,652 +833	+9%	+$77.9K	0.3%	79
2024 Q2	$879K	Buy	+8,819	New	+$799K	0.29%	79

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Guidance Capital's AVUV Position: Q3 2026 in Review

Guidance Capital reduced its Avantis US Small Cap Value ETF (AVUV) stake by 28% in Q3 2026, selling an estimated $657K and leaving 13,716 shares worth $1.7M. The position accounts for 0.37% of the portfolio, ranked #51.

Guidance Capital first reported a position in AVUV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2026. 867 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Guidance Capital held 13,716 shares of Avantis US Small Cap Value ETF worth $1.7M as of Q3 2026.
Guidance Capital sold 5,272 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $657K.
Avantis US Small Cap Value ETF made up 0.37% of Guidance Capital's portfolio in Q3 2026, its #51 holding.
Guidance Capital first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Guidance Capital's Avantis US Small Cap Value ETF position peaked at $2.49M in Q1 2026.
867 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.