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Regatta Research & Money Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Regatta Research & Money 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 		$193K Buy
+1,551
New +$185K 0.18% 108

Other funds holding AVUV

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Regatta Research & Money Management's AVUV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,551 shares worth $193K. The stake represents 0.18% of the portfolio and ranks #108 among its holdings.

976 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Regatta Research & Money Management held 1,551 shares of Avantis US Small Cap Value ETF worth $193K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.18% of Regatta Research & Money Management's portfolio in Q2 2026, its #108 holding.
  • 976 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.