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Henrickson Nauta Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$12.9M Buy
103,370
+3
+0% +$358 3.14% 9
2026
Q1 		$11.4M Sell
103,367
-105,182
-50% -$11.6M 3.2% 9
2025
Q4 		$22.1M Buy
208,549
+103,292
+98% +$10.3M 3.27% 9
2025
Q3 		$10.5M Sell
105,257
-109
-0.1% -$10.5K 3.31% 10
2025
Q2 		$9.6M Buy
105,366
+2,005
+2% +$173K 3.32% 10
2025
Q1 		$8.05M Buy
103,361
+9,285
+10% +$872K 3.3% 10
2024
Q4 		$9.08M Sell
94,076
-3,442
-4% -$342K 3.69% 8
2024
Q3 		$9.36M Sell
97,518
-2,900
-3% -$271K 3.71% 8
2024
Q2 		$9.01M Sell
100,418
-890
-0.9% -$80.6K 3.85% 8
2024
Q1 		$9.1M Sell
101,308
-422
-0.4% -$37.3K 4.02% 8
2023
Q4 		$9.14M Sell
101,730
-399
-0.4% -$31.9K 4.48% 8
2023
Q3 		$7.96M Sell
102,129
-369
-0.4% -$29.6K 4.86% 8
2023
Q2 		$7.95M Sell
102,498
-322
-0.3% -$23.7K 5.4% 6
2023
Q1 		$7.61M Sell
102,820
-397
-0.4% -$31.1K 5.49% 6
2022
Q4 		$7.69M Buy
103,217
+1,741
+2% +$131K 6.11% 5
2022
Q3 		$6.71M Buy
101,476
+306
+0.3% +$22.3K 6.4% 5
2022
Q2 		$6.92M Buy
101,170
+25
+0% +$1.89K 6.32% 5
2022
Q1 		$8.08M Sell
101,145
-1,650
-2% -$131K 6.72% 5
2021
Q4 		$8M Buy
+102,795
New +$8.19M 6.52% 5

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

Henrickson Nauta Wealth Advisors's AVUV Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0% in Q2 2026, buying an estimated $358 and bringing the position to 103,370 shares worth $12.9M. The position accounts for 3.14% of the portfolio, ranked #9.

Henrickson Nauta Wealth Advisors first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.1M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 103,370 shares of Avantis US Small Cap Value ETF worth $12.9M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 3 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $358.
  • Avantis US Small Cap Value ETF made up 3.14% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $22.1M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.