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Lauterbach Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Lauterbach Financial Advisors’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 		$4.83M Buy
38,696
+3,868
+11% +$461K 2.08% 10
2026
Q1 		$3.85M Buy
34,828
+1,265
+4% +$139K 1.88% 9
2025
Q4 		$3.42M Buy
33,563
+7,547
+29% +$755K 1.67% 10
2025
Q3 		$2.59M Buy
26,016
+2,259
+10% +$219K 1.3% 15
2025
Q2 		$2.16M Buy
23,757
+10,581
+80% +$912K 1.19% 15
2025
Q1 		$1.15M Sell
13,176
-102
-0.8% -$9.58K 0.72% 20
2024
Q4 		$1.28M Sell
13,278
-145
-1% -$14.4K 0.78% 20
2024
Q3 		$1.29M Sell
13,423
-19
-0.1% -$1.78K 0.78% 19
2024
Q2 		$1.24M Sell
13,442
-186
-1% -$16.8K 0.81% 18
2024
Q1 		$1.28M Sell
13,628
-355
-3% -$31.4K 0.84% 18
2023
Q4 		$1.26M Sell
13,983
-68
-0.5% -$5.44K 0.87% 15
2023
Q3 		$1.1M Buy
14,051
+117
+0.8% +$9.4K 0.86% 14
2023
Q2 		$1.08M Sell
13,934
-854
-6% -$62.8K 0.83% 14
2023
Q1 		$1.1M Buy
14,788
+1,071
+8% +$83.9K 0.88% 15
2022
Q4 		$1.02M Buy
13,717
+1,942
+16% +$146K 0.91% 15
2022
Q3 		$779K Sell
11,775
-174
-1% -$12.7K 0.79% 18
2022
Q2 		$817K Buy
11,949
+694
+6% +$52.5K 0.78% 17
2022
Q1 		$899K Buy
11,255
+279
+3% +$22.1K 0.82% 14
2021
Q4 		$875K Buy
+10,976
New +$874K 0.77% 16

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

Lauterbach Financial Advisors's AVUV Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q2 2026, buying an estimated $461K and bringing the position to 38,696 shares worth $4.83M. The position accounts for 2.08% of the portfolio, ranked #10.

Lauterbach Financial Advisors first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 613 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Lauterbach Financial Advisors held 38,696 shares of Avantis US Small Cap Value ETF worth $4.83M as of Q2 2026.
  • Lauterbach Financial Advisors bought 3,868 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $461K.
  • Avantis US Small Cap Value ETF made up 2.08% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Lauterbach Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 613 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.