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Hoxton Planning & Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Hoxton Planning & Management’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 		$4.77M Buy
38,272
+35,644
+1,356% +$4.25M 1.25% 20
2026
Q1 		$290K Buy
2,628
+236
+10% +$26K 0.09% 166
2025
Q4 		$244K Buy
2,392
+21
+0.9% +$2.1K 0.07% 186
2025
Q3 		$236K Sell
2,371
-155
-6% -$15K 0.08% 186
2025
Q2 		$230K Buy
+2,526
New +$218K 0.08% 181

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hoxton Planning & Management's AVUV Position: Q2 2026 in Review

Hoxton Planning & Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 1,356% in Q2 2026, buying an estimated $4.25M and bringing the position to 38,272 shares worth $4.77M. The position accounts for 1.25% of the portfolio, ranked #20.

Hoxton Planning & Management first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Hoxton Planning & Management held 38,272 shares of Avantis US Small Cap Value ETF worth $4.77M as of Q2 2026.
  • Hoxton Planning & Management bought 35,644 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $4.25M.
  • Avantis US Small Cap Value ETF made up 1.25% of Hoxton Planning & Management's portfolio in Q2 2026, its #20 holding.
  • Hoxton Planning & Management first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.