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 Q3	$22.9M	Sell	194,530 -2,670	-1%	-$333K	8.69%	1
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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

HMV Wealth Advisors's AVUV Position: Q3 2026 in Review

HMV Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.4% in Q3 2026, selling an estimated $333K and leaving 194,530 shares worth $22.9M. The position accounts for 8.69% of the portfolio, ranked #1.

HMV Wealth Advisors first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.6M in Q2 2026. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

HMV Wealth Advisors held 194,530 shares of Avantis US Small Cap Value ETF worth $22.9M as of Q3 2026.
HMV Wealth Advisors sold 2,670 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $333K.
Avantis US Small Cap Value ETF made up 8.69% of HMV Wealth Advisors's portfolio in Q3 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 8 quarters since.
HMV Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $24.6M in Q2 2026.
579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.