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 Q2	$309K	Hold	2,477	–	–	0.06%	103
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 $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hurlow Wealth Management Group's AVUV Position: Q2 2026 in Review

Hurlow Wealth Management Group held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 2,477 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #103.

Hurlow Wealth Management Group first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Hurlow Wealth Management Group held 2,477 shares of Avantis US Small Cap Value ETF worth $309K as of Q2 2026.
Hurlow Wealth Management Group left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.06% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #103 holding.
Hurlow Wealth Management Group first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.