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Legacy Investment Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$15.3K Buy
+168
New +$14.5K 0.01% 271
2024
Q4 		$6.9K Hold
71
– – ﹤0.01% 343
2024
Q3 		$7.28K Buy
+71
New +$6.64K ﹤0.01% 356

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Legacy Investment Solutions's AVUV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2025: 168 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AVUV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AVUV in Q3 2024 and has held it in 3 quarters since. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Legacy Investment Solutions held 168 shares of Avantis US Small Cap Value ETF worth $15.3K as of Q2 2025.
  • Avantis US Small Cap Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Avantis US Small Cap Value ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #271 holding.
  • Legacy Investment Solutions first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.