HWA
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Heritage Wealth Architects’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Heritage Wealth Architects’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
2025
Q2 		– Sell
-20,506
Closed -$1.79M – 52
2025
Q1 		$1.79M Buy
+20,506
New +$1.93M 1.74% 13

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Heritage Wealth Architects's AVUV Position: Q2 2025 in Review

Heritage Wealth Architects sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 20,506 shares — an estimated $1.79M sold.

Heritage Wealth Architects first reported a position in AVUV in Q1 2025 and held it in 1 quarter. The position peaked at $1.79M in Q1 2025. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Heritage Wealth Architects reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Architects sold 20,506 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $1.79M.
  • Heritage Wealth Architects first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's Avantis US Small Cap Value ETF position peaked at $1.79M in Q1 2025.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Heritage Wealth Architects's 13F filing for Q2 2025, filed 9 Jul 2025.