MWM
AVUV icon

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

Madrid 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 		$445K Sell
3,567
-579
-14% -$69.1K 0.29% 52
2026
Q1 		$458K Buy
4,146
+669
+19% +$73.7K 0.35% 49
2025
Q4 		$355K Buy
+3,477
New +$348K 0.29% 55

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

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

Madrid Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2026, selling an estimated $69.1K and leaving 3,567 shares worth $445K. The position accounts for 0.29% of the portfolio, ranked #52.

Madrid Wealth Management first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q1 2026. 1,140 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Madrid Wealth Management held 3,567 shares of Avantis US Small Cap Value ETF worth $445K as of Q2 2026.
  • Madrid Wealth Management sold 579 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $69.1K.
  • Avantis US Small Cap Value ETF made up 0.29% of Madrid Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Madrid Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Madrid Wealth Management's Avantis US Small Cap Value ETF position peaked at $458K in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Madrid Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.