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

Larson Financial 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
Q1 		$4.59M Sell
41,521
-298
-0.7% -$32.8K 0.15% 124
2025
Q4 		$4.26M Buy
41,819
+1,454
+4% +$145K 0.14% 133
2025
Q3 		$4.02M Sell
40,365
-8,102
-17% -$784K 0.14% 135
2025
Q2 		$4.42M Buy
48,467
+707
+1% +$60.9K 0.18% 117
2025
Q1 		$4.16M Buy
47,760
+9,503
+25% +$893K 0.2% 94
2024
Q4 		$3.69M Buy
38,257
+4,637
+14% +$461K 0.19% 97
2024
Q3 		$3.23M Buy
33,620
+20,958
+166% +$1.96M 0.18% 105
2024
Q2 		$1.14M Buy
12,662
+3,679
+41% +$333K 0.08% 189
2024
Q1 		$842K Buy
8,983
+63
+0.7% +$5.57K 0.07% 182
2023
Q4 		$801K Sell
8,920
-387
-4% -$31K 0.07% 165
2023
Q3 		$726K Sell
9,307
-971
-9% -$78K 0.07% 173
2023
Q2 		$798K Sell
10,278
-277
-3% -$20.4K 0.08% 164
2023
Q1 		$782K Sell
10,555
-196
-2% -$15.3K 0.08% 170
2022
Q4 		$801K Buy
10,751
+9,775
+1,002% +$735K 0.1% 158
2022
Q3 		$65K Sell
976
-19
-2% -$1.39K 0.01% 414
2022
Q2 		$68K Sell
995
-15
-1% -$1.14K 0.01% 305
2022
Q1 		$81K Sell
1,010
-1,457
-59% -$115K 0.01% 301
2021
Q4 		$197K Buy
2,467
+2,396
+3,375% +$191K 0.03% 195
2021
Q3 		$5K Buy
71
+31
+78% +$2.3K ﹤0.01% 680
2021
Q2 		$3K Buy
40
+33
+471% +$2.49K ﹤0.01% 675
2021
Q1 		$1K Buy
+7
New +$469 ﹤0.01% 742

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's AVUV Position: Q1 2026 in Review

Larson Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.71% in Q1 2026, selling an estimated $32.8K and leaving 41,521 shares worth $4.59M. The position accounts for 0.15% of the portfolio, ranked #124.

Larson Financial Group first reported a position in AVUV in Q1 2021 and has held it in 21 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Larson Financial Group held 41,521 shares of Avantis US Small Cap Value ETF worth $4.59M as of Q1 2026.
  • Larson Financial Group sold 298 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $32.8K.
  • Avantis US Small Cap Value ETF made up 0.15% of Larson Financial Group's portfolio in Q1 2026, its #124 holding.
  • Larson Financial Group first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.