Hurlow Wealth Management Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Hurlow Wealth Management Group’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	$274K	Buy	2,477 +31	+1%	+$3.41K	0.07%	102
2025 Q4	$249K	Hold	2,446	–	–	0.06%	111
2025 Q3	$243K	Buy	2,446 +211	+9%	+$20.4K	0.06%	105
2025 Q2	$204K	Buy	+2,235	New	+$193K	0.06%	125
2025 Q1	–	Sell	-2,235	Closed	-$216K	–	122
2024 Q4	$216K	Hold	2,235	–	–	0.07%	116
2024 Q3	$214K	Buy	2,235 +2	+0.1%	+$187	0.07%	115
2024 Q2	$200K	Buy	2,233 +46	+2%	+$4.17K	0.07%	116
2024 Q1	$205K	Buy	+2,187	New	+$194K	0.07%	114

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

Hurlow Wealth Management Group's AVUV Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q1 2026, buying an estimated $3.41K and bringing the position to 2,477 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #102.

Hurlow Wealth Management Group first reported a position in AVUV in Q1 2024 and has held it in 8 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Hurlow Wealth Management Group held 2,477 shares of Avantis US Small Cap Value ETF worth $274K as of Q1 2026.
Hurlow Wealth Management Group bought 31 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $3.41K.
Avantis US Small Cap Value ETF made up 0.07% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #102 holding.
Hurlow Wealth Management Group first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.