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

MB Generational 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	$22.2M	Buy	178,008 +850	+0.5%	+$101K	10.89%	1
2026 Q1	$19.6M	Buy	177,158 +309	+0.2%	+$34K	10.82%	2
2025 Q4	$18M	Buy	176,849 +6,135	+4%	+$614K	9.55%	2
2025 Q3	$17M	Buy	+170,714	New	+$16.5M	10.79%	2
2025 Q1	$19.3M	Buy	221,773 +4,160	+2%	+$391K	14.43%	1
2024 Q4	$21M	Sell	217,613 -888	-0.4%	-$88.2K	15.41%	1
2024 Q3	$21M	Sell	218,501 -5,486	-2%	-$513K	15.1%	1
2024 Q2	$20.1M	Buy	223,987 +5,230	+2%	+$474K	15.58%	1
2024 Q1	$20.5M	Buy	218,757 +21,927	+11%	+$1.94M	16.09%	1
2023 Q4	$17.7M	Buy	+196,830	New	+$15.7M	16.59%	1

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MB Generational Wealth's AVUV Position: Q2 2026 in Review

MB Generational Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.48% in Q2 2026, buying an estimated $101K and bringing the position to 178,008 shares worth $22.2M. The position accounts for 10.89% of the portfolio, ranked #1.

MB Generational Wealth first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

MB Generational Wealth held 178,008 shares of Avantis US Small Cap Value ETF worth $22.2M as of Q2 2026.
MB Generational Wealth bought 850 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $101K.
Avantis US Small Cap Value ETF made up 10.89% of MB Generational Wealth's portfolio in Q2 2026, its #1 holding.
MB Generational Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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