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Matthew Hamilton Rosenberg’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Matthew Hamilton Rosenberg’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 		$83.2K Hold
667
– – 0.02% 369
2026
Q1 		$73.7K Hold
667
– – 0.02% 375
2025
Q4 		$68K Hold
667
– – 0.01% 382
2025
Q3 		$66.4K Hold
667
– – 0.01% 385
2025
Q2 		$60.8K Buy
+667
New +$57.5K 0.01% 410

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

Matthew Hamilton Rosenberg's AVUV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 667 shares worth $83.2K. The position accounts for 0.02% of the portfolio, ranked #369.

Matthew Hamilton Rosenberg first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Matthew Hamilton Rosenberg held 667 shares of Avantis US Small Cap Value ETF worth $83.2K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #369 holding.
  • Matthew Hamilton Rosenberg first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.