LEA
AVUV icon

Legacy Edge Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Legacy Edge 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 		– Sell
-104,994
Closed -$11.6M – 201
2026
Q1 		$11.6M Buy
104,994
+101,073
+2,578% +$11.1M 1.22% 24
2025
Q4 		$400K Buy
+3,921
New +$392K 0.04% 152

Other funds holding AVUV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Legacy Edge Advisors's AVUV Position: Q2 2026 in Review

Legacy Edge Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 104,994 shares — an estimated $11.6M sold.

Legacy Edge Advisors first reported a position in AVUV in Q4 2025 and held it in 2 quarters. The position peaked at $11.6M in Q1 2026. 868 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Legacy Edge Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 104,994 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $11.6M.
  • Legacy Edge Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's Avantis US Small Cap Value ETF position peaked at $11.6M in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.