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Leading Edge Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Leading Edge Financial Planning’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 		$3.3M Buy
26,447
+3,760
+17% +$449K 0.59% 16
2026
Q1 		$2.51M Buy
22,687
+3,035
+15% +$334K 0.53% 16
2025
Q4 		$2M Buy
19,652
+524
+3% +$52.4K 0.46% 17
2025
Q3 		$1.9M Sell
19,128
-1,025
-5% -$99.2K 0.48% 19
2025
Q2 		$1.84M Buy
20,153
+4,767
+31% +$411K 0.51% 19
2025
Q1 		$1.34M Buy
15,386
+193
+1% +$18.1K 0.42% 21
2024
Q4 		$1.47M Buy
15,193
+1,110
+8% +$110K 0.48% 18
2024
Q3 		$1.35M Buy
14,083
+728
+5% +$68K 0.45% 22
2024
Q2 		$1.2M Buy
13,355
+1,637
+14% +$148K 0.48% 22
2024
Q1 		$1.1M Sell
11,718
-592
-5% -$52.4K 0.49% 22
2023
Q4 		$1.11M Buy
12,310
+1,209
+11% +$96.7K 0.57% 21
2023
Q3 		$865K Buy
11,101
+1,540
+16% +$124K 0.55% 27
2023
Q2 		$742K Buy
9,561
+112
+1% +$8.23K 0.49% 30
2023
Q1 		$700K Buy
9,449
+3,221
+52% +$252K 0.51% 31
2022
Q4 		$464K Buy
+6,228
New +$468K 0.4% 35

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

Leading Edge Financial Planning's AVUV Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 17% in Q2 2026, buying an estimated $449K and bringing the position to 26,447 shares worth $3.3M. The position accounts for 0.59% of the portfolio, ranked #16.

Leading Edge Financial Planning first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Leading Edge Financial Planning held 26,447 shares of Avantis US Small Cap Value ETF worth $3.3M as of Q2 2026.
  • Leading Edge Financial Planning bought 3,760 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $449K.
  • Avantis US Small Cap Value ETF made up 0.59% of Leading Edge Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Leading Edge Financial Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.