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Heritage Wealth Management (California)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Heritage Wealth Management (California)’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 		$3.37M Buy
27,009
+796
+3% +$94.9K 1.28% 20
2026
Q1 		$2.9M Buy
26,213
+1,805
+7% +$199K 1.6% 18
2025
Q4 		$2.49M Buy
24,408
+1,839
+8% +$184K 1.58% 20
2025
Q3 		$2.25M Buy
22,569
+853
+4% +$82.5K 1.5% 20
2025
Q2 		$1.98M Buy
21,716
+1,574
+8% +$136K 1.32% 21
2025
Q1 		$1.76M Buy
20,142
+1,320
+7% +$124K 1.32% 21
2024
Q4 		$1.82M Buy
18,822
+6,595
+54% +$655K 1.31% 20
2024
Q3 		$1.17M Sell
12,227
-166
-1% -$15.5K 0.83% 26
2024
Q2 		$1.11M Buy
12,393
+367
+3% +$33.2K 0.82% 26
2024
Q1 		$1.13M Sell
12,026
-1,252
-9% -$111K 0.85% 25
2023
Q4 		$1.19M Buy
+13,278
New +$1.06M 0.95% 23

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Heritage Wealth Management (California)'s AVUV Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Avantis US Small Cap Value ETF (AVUV) stake by 3% in Q2 2026, buying an estimated $94.9K and bringing the position to 27,009 shares worth $3.37M. The position accounts for 1.28% of the portfolio, ranked #20.

Heritage Wealth Management (California) first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 354 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Heritage Wealth Management (California) held 27,009 shares of Avantis US Small Cap Value ETF worth $3.37M as of Q2 2026.
  • Heritage Wealth Management (California) bought 796 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $94.9K.
  • Avantis US Small Cap Value ETF made up 1.28% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #20 holding.
  • Heritage Wealth Management (California) first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 354 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.