HBW
AVUV icon

Hazlett, Burt & Watson’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Hazlett, Burt & Watson’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 		$698K Buy
5,618
+1,189
+27% +$142K 0.19% 130
2026
Q1 		$489K Buy
4,429
+809
+22% +$89.1K 0.15% 143
2025
Q4 		$369K Buy
3,620
+1,212
+50% +$121K 0.12% 169
2025
Q3 		$238K Buy
2,408
+734
+44% +$71K 0.08% 202
2025
Q2 		$151K Buy
1,674
+1,468
+713% +$127K 0.06% 234
2025
Q1 		$19K Buy
+206
New +$19.4K 0.01% 497

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hazlett, Burt & Watson's AVUV Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q2 2026, buying an estimated $142K and bringing the position to 5,618 shares worth $698K. The position accounts for 0.19% of the portfolio, ranked #130.

Hazlett, Burt & Watson first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Hazlett, Burt & Watson held 5,618 shares of Avantis US Small Cap Value ETF worth $698K as of Q2 2026.
  • Hazlett, Burt & Watson bought 1,189 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $142K.
  • Avantis US Small Cap Value ETF made up 0.19% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #130 holding.
  • Hazlett, Burt & Watson first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.