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

HMV 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	$24.6M	Sell	197,200 -18,526	-9%	-$2.21M	9.58%	1
2026 Q1	$23.8M	Buy	215,726 +13,619	+7%	+$1.5M	11.2%	1
2025 Q4	$20.6M	Buy	202,107 +16,021	+9%	+$1.6M	10.31%	1
2025 Q3	$18.5M	Buy	186,086 +23,310	+14%	+$2.25M	10.19%	1
2025 Q2	$14.8M	Buy	162,776 +90,131	+124%	+$7.77M	9.72%	1
2025 Q1	$6.33M	Buy	72,645 +17,360	+31%	+$1.63M	5.02%	3
2024 Q4	$5.34M	Buy	+55,285	New	+$5.49M	5.34%	3

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

HMV Wealth Advisors's AVUV Position: Q2 2026 in Review

HMV Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.6% in Q2 2026, selling an estimated $2.21M and leaving 197,200 shares worth $24.6M. The position accounts for 9.58% of the portfolio, ranked #1.

HMV Wealth Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

HMV Wealth Advisors held 197,200 shares of Avantis US Small Cap Value ETF worth $24.6M as of Q2 2026.
HMV Wealth Advisors sold 18,526 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.21M.
Avantis US Small Cap Value ETF made up 9.58% of HMV Wealth Advisors's portfolio in Q2 2026, its #1 holding.
HMV Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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