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

LAM 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 		$4.22M Sell
33,855
-370
-1% -$44.1K 2.1% 19
2026
Q1 		$3.78M Buy
34,225
+1,650
+5% +$182K 2.08% 18
2025
Q4 		$3.32M Buy
32,575
+5,280
+19% +$528K 1.9% 20
2025
Q3 		$2.72M Buy
27,295
+645
+2% +$62.4K 1.68% 22
2025
Q2 		$2.43M Buy
26,650
+6,510
+32% +$561K 1.62% 23
2025
Q1 		$1.76M Sell
20,140
-6,270
-24% -$589K 1.29% 25
2024
Q4 		$2.55M Buy
26,410
+1,910
+8% +$190K 1.82% 21
2024
Q3 		$2.35M Buy
24,500
+5,400
+28% +$505K 1.66% 23
2024
Q2 		$1.71M Sell
19,100
-200
-1% -$18.1K 1.44% 22
2024
Q1 		$1.81M Buy
19,300
+6,645
+53% +$588K 1.47% 20
2023
Q4 		$1.14M Buy
12,655
+645
+5% +$51.6K 1.03% 25
2023
Q3 		$936K Sell
12,010
-425
-3% -$34.1K 0.92% 27
2023
Q2 		$965K Buy
12,435
+1,045
+9% +$76.8K 0.9% 28
2023
Q1 		$844K Sell
11,390
-545
-5% -$42.7K 0.83% 30
2022
Q4 		$889K Buy
+11,935
New +$898K 0.91% 29

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LAM Group's AVUV Position: Q2 2026 in Review

LAM Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.1% in Q2 2026, selling an estimated $44.1K and leaving 33,855 shares worth $4.22M. The position accounts for 2.1% of the portfolio, ranked #19.

LAM Group first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 603 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • LAM Group held 33,855 shares of Avantis US Small Cap Value ETF worth $4.22M as of Q2 2026.
  • LAM Group sold 370 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $44.1K.
  • Avantis US Small Cap Value ETF made up 2.1% of LAM Group's portfolio in Q2 2026, its #19 holding.
  • LAM Group first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 603 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.