Jim Saulnier & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Jim Saulnier & 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	$607K	Buy	4,869 +2,574	+112%	+$307K	0.24%	73
2026 Q1	$254K	Buy	2,295 +6	+0.3%	+$661	0.12%	121
2025 Q4	$233K	Buy	2,289 +8	+0.4%	+$800	0.12%	130
2025 Q3	$227K	Buy	2,281 +10	+0.4%	+$967	0.13%	128
2025 Q2	$207K	Buy	+2,271	New	+$196K	0.14%	111
2025 Q1	–	Sell	-2,251	Closed	-$217K	–	102
2024 Q4	$217K	Buy	2,251 +10	+0.4%	+$993	0.19%	88
2024 Q3	$215K	Buy	+2,241	New	+$209K	0.21%	76

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

Jim Saulnier & Associates's AVUV Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Avantis US Small Cap Value ETF (AVUV) stake by 112% in Q2 2026, buying an estimated $307K and bringing the position to 4,869 shares worth $607K. The position accounts for 0.24% of the portfolio, ranked #73.

Jim Saulnier & Associates first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Jim Saulnier & Associates held 4,869 shares of Avantis US Small Cap Value ETF worth $607K as of Q2 2026.
Jim Saulnier & Associates bought 2,574 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $307K.
Avantis US Small Cap Value ETF made up 0.24% of Jim Saulnier & Associates's portfolio in Q2 2026, its #73 holding.
Jim Saulnier & Associates first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.