LAM Group
AVUV icon

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
Q3 		$4.04M Buy
34,265
+410
+1% +$51.1K 2.03% 20
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

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

LAM Group's AVUV Position: Q3 2026 in Review

LAM Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.2% in Q3 2026, buying an estimated $51.1K and bringing the position to 34,265 shares worth $4.04M. The position accounts for 2.03% of the portfolio, ranked #20.

LAM Group first reported a position in AVUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.22M in Q2 2026. 577 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • LAM Group held 34,265 shares of Avantis US Small Cap Value ETF worth $4.04M as of Q3 2026.
  • LAM Group bought 410 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $51.1K.
  • Avantis US Small Cap Value ETF made up 2.03% of LAM Group's portfolio in Q3 2026, its #20 holding.
  • LAM Group first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Avantis US Small Cap Value ETF position peaked at $4.22M in Q2 2026.
  • 577 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.