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 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Guidance Capital's AVUV Position: Q2 2026 in Review

Guidance Capital reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.3% in Q2 2026, selling an estimated $206K and leaving 18,988 shares worth $2.4M. The position accounts for 0.51% of the portfolio, ranked #34.

Guidance Capital first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.49M in Q1 2026. 292 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Guidance Capital held 18,988 shares of Avantis US Small Cap Value ETF worth $2.4M as of Q2 2026.
Guidance Capital sold 1,728 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $206K.
Avantis US Small Cap Value ETF made up 0.51% of Guidance Capital's portfolio in Q2 2026, its #34 holding.
Guidance Capital first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Guidance Capital's Avantis US Small Cap Value ETF position peaked at $2.49M in Q1 2026.
292 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.