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

LexAurum 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 		$6.24M Buy
50,017
+8,304
+20% +$991K 0.72% 37
2026
Q1 		$4.61M Buy
+41,713
New +$4.59M 0.6% 39
2025
Q3 		$4M Sell
40,237
-14,265
-26% -$1.38M 0.57% 40
2025
Q2 		$4.97M Buy
54,502
+3,512
+7% +$303K 0.78% 31
2025
Q1 		$4.44M Sell
50,990
-1,814
-3% -$170K 0.85% 30
2024
Q4 		$5.1M Buy
52,804
+2,832
+6% +$281K 1.01% 27
2024
Q3 		$4.79M Buy
49,972
+2,058
+4% +$192K 1.05% 25
2024
Q2 		$4.3M Buy
47,914
+4,713
+11% +$427K 1.05% 26
2024
Q1 		$4.05M Buy
43,201
+4,468
+12% +$395K 1.02% 26
2023
Q4 		$3.48M Buy
38,733
+3,598
+10% +$288K 0.91% 27
2023
Q3 		$2.74M Buy
35,135
+6,860
+24% +$551K 0.8% 29
2023
Q2 		$2.19M Buy
28,275
+1,510
+6% +$111K 0.66% 33
2023
Q1 		$1.98M Buy
26,765
+4,527
+20% +$355K 0.66% 32
2022
Q4 		$1.66M Buy
22,238
+8,749
+65% +$658K 0.59% 36
2022
Q3 		$892K Buy
13,489
+2,912
+28% +$212K 0.34% 60
2022
Q2 		$723K Buy
+10,577
New +$801K 0.27% 80

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

LexAurum Advisors's AVUV Position: Q2 2026 in Review

LexAurum Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 20% in Q2 2026, buying an estimated $991K and bringing the position to 50,017 shares worth $6.24M. The position accounts for 0.72% of the portfolio, ranked #37.

LexAurum Advisors first reported a position in AVUV in Q2 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • LexAurum Advisors held 50,017 shares of Avantis US Small Cap Value ETF worth $6.24M as of Q2 2026.
  • LexAurum Advisors bought 8,304 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $991K.
  • Avantis US Small Cap Value ETF made up 0.72% of LexAurum Advisors's portfolio in Q2 2026, its #37 holding.
  • LexAurum Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.