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

Heritage Wealth Management (Ohio)’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 Q1	$3.41M	Buy	30,892 +237	+0.8%	+$26.1K	1.69%	13
2025 Q4	$3.13M	Buy	30,655 +2,473	+9%	+$247K	0.87%	21
2025 Q3	$2.8M	Sell	28,182 -213	-0.8%	-$20.6K	0.82%	23
2025 Q2	$2.59M	Sell	28,395 -412	-1%	-$35.5K	0.84%	22
2025 Q1	$2.51M	Buy	28,807 +720	+3%	+$67.7K	0.85%	23
2024 Q4	$2.71M	Buy	28,087 +141	+0.5%	+$14K	0.9%	21
2024 Q3	$2.68M	Buy	27,946 +50	+0.2%	+$4.67K	0.88%	21
2024 Q2	$2.46M	Buy	+27,896	New	+$2.53M	0.83%	24

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AVUV Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.77% in Q1 2026, buying an estimated $26.1K and bringing the position to 30,892 shares worth $3.41M. The position accounts for 1.69% of the portfolio, ranked #13.

Heritage Wealth Management (Ohio) first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Heritage Wealth Management (Ohio) held 30,892 shares of Avantis US Small Cap Value ETF worth $3.41M as of Q1 2026.
Heritage Wealth Management (Ohio) bought 237 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $26.1K.
Avantis US Small Cap Value ETF made up 1.69% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #13 holding.
Heritage Wealth Management (Ohio) first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.