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John A. Wolfe & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

John A. Wolfe & 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 		$1.69M Sell
13,549
-345
-2% -$41.2K 2.33% 9
2026
Q1 		$1.53M Buy
13,894
+156
+1% +$17.2K 2.36% 11
2025
Q4 		$1.4M Buy
+13,738
New +$1.37M 0.76% 14

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

John A. Wolfe & Associates's AVUV Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.5% in Q2 2026, selling an estimated $41.2K and leaving 13,549 shares worth $1.69M. The position accounts for 2.33% of the portfolio, ranked #9.

John A. Wolfe & Associates first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • John A. Wolfe & Associates held 13,549 shares of Avantis US Small Cap Value ETF worth $1.69M as of Q2 2026.
  • John A. Wolfe & Associates sold 345 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $41.2K.
  • Avantis US Small Cap Value ETF made up 2.33% of John A. Wolfe & Associates's portfolio in Q2 2026, its #9 holding.
  • John A. Wolfe & Associates first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.