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Harbour Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Harbour Investment 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 		$1.08M Sell
8,621
-300
-3% -$35.8K 0.56% 54
2026
Q1 		$986K Sell
8,921
-840
-9% -$92.5K 0.54% 54
2025
Q4 		$995K Buy
9,761
+36
+0.4% +$3.6K 0.53% 54
2025
Q3 		$968K Sell
9,725
-3,900
-29% -$377K 0.42% 57
2025
Q2 		$1.24M Buy
13,625
+516
+4% +$44.5K 0.54% 51
2025
Q1 		$1.14M Sell
13,109
-160
-1% -$15K 0.52% 53
2024
Q4 		$1.28M Hold
13,269
– – 0.56% 48
2024
Q3 		$1.27M Hold
13,269
– – 0.56% 49
2024
Q2 		$1.19M Buy
13,269
+2,910
+28% +$264K 0.55% 50
2024
Q1 		$971K Buy
10,359
+165
+2% +$14.6K 0.46% 51
2023
Q4 		$915K Buy
10,194
+2,295
+29% +$184K 0.48% 50
2023
Q3 		$616K Buy
+7,899
New +$635K 0.35% 55

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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Harbour Investment Management's AVUV Position: Q2 2026 in Review

Harbour Investment Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q2 2026, selling an estimated $35.8K and leaving 8,621 shares worth $1.08M. The position accounts for 0.56% of the portfolio, ranked #54.

Harbour Investment Management first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2024. 530 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Harbour Investment Management held 8,621 shares of Avantis US Small Cap Value ETF worth $1.08M as of Q2 2026.
  • Harbour Investment Management sold 300 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $35.8K.
  • Avantis US Small Cap Value ETF made up 0.56% of Harbour Investment Management's portfolio in Q2 2026, its #54 holding.
  • Harbour Investment Management first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Harbour Investment Management's Avantis US Small Cap Value ETF position peaked at $1.28M in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.