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AVUV icon

Liberty Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Liberty Capital Management’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 		$9.97M Buy
+79,918
New +$9.53M 1.71% 13
2025
Q4 		$7.93M Buy
77,716
+588
+0.8% +$58.8K 1.48% 21
2025
Q3 		$7.68M Buy
77,128
+5,974
+8% +$578K 1.44% 21
2025
Q2 		$6.48M Buy
71,154
+21,001
+42% +$1.81M 1.31% 23
2025
Q1 		$4.37M Buy
50,153
+1,321
+3% +$124K 0.97% 35
2024
Q4 		$4.71M Buy
48,832
+2,270
+5% +$226K 1.05% 30
2024
Q3 		$4.47M Buy
46,562
+2,003
+4% +$187K 0.99% 33
2024
Q2 		$4M Buy
44,559
+7,909
+22% +$716K 0.95% 34
2024
Q1 		$3.43M Buy
36,650
+9,945
+37% +$880K 0.85% 39
2023
Q4 		$2.4M Buy
26,705
+12,549
+89% +$1M 0.63% 46
2023
Q3 		$1.1M Buy
14,156
+6,852
+94% +$551K 0.33% 78
2023
Q2 		$567K Buy
+7,304
New +$537K 0.17% 94

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

Liberty Capital Management's AVUV Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 79,918 shares worth $9.97M. The stake represents 1.71% of the portfolio and ranks #13 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in AVUV as recently as Q4 2025.

Liberty Capital Management first reported a position in AVUV in Q2 2023 and has held it in 12 quarters since. 828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Liberty Capital Management held 79,918 shares of Avantis US Small Cap Value ETF worth $9.97M as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 1.71% of Liberty Capital Management's portfolio in Q2 2026, its #13 holding.
  • Liberty Capital Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.