Heritage Investment Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Heritage Investment Group’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	$569K	Buy	+4,562	New	+$544K	0.08%	79

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heritage Investment Group's AVUV Position: Q2 2026 in Review

Heritage Investment Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 4,562 shares worth $569K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings.

1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Heritage Investment Group held 4,562 shares of Avantis US Small Cap Value ETF worth $569K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Heritage Investment Group position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.08% of Heritage Investment Group's portfolio in Q2 2026, its #79 holding.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.