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

Liberty Wealth 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	$424K	Hold	3,841	–	–	0.05%	159
2026 Q1	$424K	Buy	3,841 +10	+0.3%	+$1.1K	0.05%	159
2025 Q4	$391K	Buy	3,831 +14	+0.4%	+$1.4K	0.05%	160
2025 Q3	$380K	Buy	3,817 +18	+0.5%	+$1.74K	0.05%	154
2025 Q2	$346K	Buy	3,799 +18	+0.5%	+$1.55K	0.05%	159
2025 Q1	$330K	Buy	3,781 +14	+0.4%	+$1.31K	0.06%	114
2024 Q4	$364K	Buy	3,767 +17	+0.5%	+$1.69K	0.06%	146
2024 Q3	$360K	Buy	3,750 +15	+0.4%	+$1.4K	0.06%	143
2024 Q2	$335K	Buy	3,735 +18	+0.5%	+$1.63K	0.06%	142
2024 Q1	$348K	Buy	3,717 +12	+0.3%	+$1.06K	0.07%	128
2023 Q4	$333K	Buy	3,705 +18	+0.5%	+$1.44K	0.07%	125
2023 Q3	$287K	Buy	3,687 +17	+0.5%	+$1.37K	0.07%	136
2023 Q2	$285K	Buy	3,670 +18	+0.5%	+$1.32K	0.07%	143
2023 Q1	$270K	Buy	+3,652	New	+$286K	0.06%	186
2022 Q3	$239K	Buy	3,615 +19	+0.5%	+$1.39K	0.06%	132
2022 Q2	$245K	Buy	3,596 +15	+0.4%	+$1.14K	0.1%	121
2022 Q1	$285K	Buy	+3,581	New	+$284K	0.1%	112
2021 Q4	–	Sell	-3,548	Closed	-$283K	–	129
2021 Q3	$268K	Buy	3,548 +5	+0.1%	+$371	0.1%	131
2021 Q2	$269K	Buy	+3,543	New	+$268K	0.1%	109

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Liberty Wealth Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 3,841 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #159.

Liberty Wealth Management first reported a position in AVUV in Q2 2021 and has held it in 19 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Liberty Wealth Management held 3,841 shares of Avantis US Small Cap Value ETF worth $424K as of Q2 2026.
Liberty Wealth Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #159 holding.
Liberty Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.