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AVUV icon

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

Libra Wealth’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 		$21.6M Sell
173,101
-907
-0.5% -$108K 5.52% 4
2026
Q1 		$19.2M Buy
174,008
+13,288
+8% +$1.46M 5.42% 4
2025
Q4 		$16.4M Buy
160,720
+26,379
+20% +$2.64M 4.59% 7
2025
Q3 		$13.4M Buy
134,341
+24,208
+22% +$2.34M 4.02% 7
2025
Q2 		$10M Sell
110,133
-7,416
-6% -$639K 3.28% 8
2025
Q1 		$10.2M Buy
117,549
+21,907
+23% +$2.06M 3.84% 8
2024
Q4 		$9.23M Buy
95,642
+13,885
+17% +$1.38M 3.59% 7
2024
Q3 		$7.84M Buy
81,757
+8,377
+11% +$783K 3.13% 8
2024
Q2 		$6.58M Buy
73,380
+8,048
+12% +$729K 2.85% 9
2024
Q1 		$6.12M Buy
65,332
+8,666
+15% +$767K 2.68% 9
2023
Q4 		$5.09M Buy
56,666
+8,522
+18% +$682K 2.53% 9
2023
Q3 		$3.75M Buy
48,144
+6,313
+15% +$507K 2.08% 11
2023
Q2 		$3.25M Buy
41,831
+24,458
+141% +$1.8M 1.77% 14
2023
Q1 		$1.29M Sell
17,373
-189
-1% -$14.8K 0.75% 18
2022
Q4 		$1.31M Sell
17,562
-221
-1% -$16.6K 0.04% 23
2022
Q3 		$1.18M Hold
17,783
– – 0.76% 18
2022
Q2 		$1.22M Buy
+17,783
New +$1.35M 0.87% 16

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

Libra Wealth's AVUV Position: Q2 2026 in Review

Libra Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.52% in Q2 2026, selling an estimated $108K and leaving 173,101 shares worth $21.6M. The position accounts for 5.52% of the portfolio, ranked #4.

Libra Wealth first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. 1,140 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Libra Wealth held 173,101 shares of Avantis US Small Cap Value ETF worth $21.6M as of Q2 2026.
  • Libra Wealth sold 907 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $108K.
  • Avantis US Small Cap Value ETF made up 5.52% of Libra Wealth's portfolio in Q2 2026, its #4 holding.
  • Libra Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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