LWM
AVUV icon

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

Lodestone 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
Q3 		$544K Buy
4,615
+3,795
+463% +$473K 0.18% 110
2026
Q2 		$102K Buy
820
+54
+7% +$6.44K 0.04% 235
2026
Q1 		$84.6K Buy
766
+348
+83% +$38.3K 0.03% 242
2025
Q4 		$42.6K Buy
+418
New +$41.8K 0.02% 310

Other funds holding AVUV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Lodestone Wealth Management's AVUV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 463% in Q3 2026, buying an estimated $473K and bringing the position to 4,615 shares worth $544K. The position accounts for 0.18% of the portfolio, ranked #110.

Lodestone Wealth Management first reported a position in AVUV in Q4 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Lodestone Wealth Management held 4,615 shares of Avantis US Small Cap Value ETF worth $544K as of Q3 2026.
  • Lodestone Wealth Management bought 3,795 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $473K.
  • Avantis US Small Cap Value ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Lodestone Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.