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Independent Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Independent Financial 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 		$1.84M Buy
14,738
+1,564
+12% +$187K 0.03% 474
2026
Q1 		$1.46M Sell
13,174
-900
-6% -$99.1K 0.03% 506
2025
Q4 		$1.44M Buy
14,074
+271
+2% +$27.1K 0.03% 505
2025
Q3 		$1.37M Buy
13,803
+7,059
+105% +$683K 0.03% 509
2025
Q2 		$614K Buy
6,744
+89
+1% +$7.67K 0.02% 693
2025
Q1 		$580K Buy
6,655
+152
+2% +$14.3K 0.02% 659
2024
Q4 		$628K Buy
6,503
+84
+1% +$8.35K 0.02% 622
2024
Q3 		$616K Sell
6,419
-609
-9% -$56.9K 0.02% 585
2024
Q2 		$631K Buy
7,028
+1,123
+19% +$102K 0.03% 536
2024
Q1 		$553K Buy
5,905
+2,827
+92% +$250K 0.03% 550
2023
Q4 		$276K Buy
+3,078
New +$246K 0.01% 755
2022
Q3 		– Sell
-3,272
Closed -$224K – 749
2022
Q2 		$224K Buy
+3,272
New +$248K 0.02% 603

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

Independent Financial Group's AVUV Position: Q2 2026 in Review

Independent Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q2 2026, buying an estimated $187K and bringing the position to 14,738 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #474.

Independent Financial Group first reported a position in AVUV in Q2 2022 and has held it in 12 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Independent Financial Group held 14,738 shares of Avantis US Small Cap Value ETF worth $1.84M as of Q2 2026.
  • Independent Financial Group bought 1,564 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $187K.
  • Avantis US Small Cap Value ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #474 holding.
  • Independent Financial Group first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.