J. M. Brown & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

J. M. Brown & Associates’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	$218K	Buy	+1,746	New	+$208K	0.12%	156

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. M. Brown & Associates's AVUV Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,746 shares worth $218K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

1,108 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

J. M. Brown & Associates held 1,746 shares of Avantis US Small Cap Value ETF worth $218K as of Q2 2026.
Avantis US Small Cap Value ETF was a new J. M. Brown & Associates position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.12% of J. M. Brown & Associates's portfolio in Q2 2026, its #156 holding.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.