HAP
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
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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Harbor Asset Planning's AVUV Position: Q2 2026 in Review

Harbor Asset Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.5% in Q2 2026, buying an estimated $35.3K and bringing the position to 11,958 shares worth $1.49M. The position accounts for 1.12% of the portfolio, ranked #25.

Harbor Asset Planning first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Harbor Asset Planning held 11,958 shares of Avantis US Small Cap Value ETF worth $1.49M as of Q2 2026.
  • Harbor Asset Planning bought 296 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $35.3K.
  • Avantis US Small Cap Value ETF made up 1.12% of Harbor Asset Planning's portfolio in Q2 2026, its #25 holding.
  • Harbor Asset Planning first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.