Harbor Asset Planning
AVUV icon

Harbor Asset Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Harbor Asset Planning’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 		$1.42M Buy
12,074
+116
+1% +$14.5K 1.07% 27
2026
Q2 		$1.49M Buy
11,958
+296
+3% +$35.3K 1.12% 25
2026
Q1 		$1.29M Buy
11,662
+477
+4% +$52.5K 1.08% 25
2025
Q4 		$1.14M Buy
11,185
+238
+2% +$23.8K 0.98% 33
2025
Q3 		$1.09M Buy
10,947
+36
+0.3% +$3.48K 0.97% 30
2025
Q2 		$994K Buy
+10,911
New +$940K 0.95% 30

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Harbor Asset Planning's AVUV Position: Q3 2026 in Review

Harbor Asset Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.97% in Q3 2026, buying an estimated $14.5K and bringing the position to 12,074 shares worth $1.42M. The position accounts for 1.07% of the portfolio, ranked #27.

Harbor Asset Planning first reported a position in AVUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q2 2026. 764 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Harbor Asset Planning held 12,074 shares of Avantis US Small Cap Value ETF worth $1.42M as of Q3 2026.
  • Harbor Asset Planning bought 116 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $14.5K.
  • Avantis US Small Cap Value ETF made up 1.07% of Harbor Asset Planning's portfolio in Q3 2026, its #27 holding.
  • Harbor Asset Planning first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Avantis US Small Cap Value ETF position peaked at $1.49M in Q2 2026.
  • 764 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.