McLean Asset Management
AVUV icon

McLean Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

McLean Asset 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 		$3.89M Sell
32,228
-796
-2% -$99.3K 0.52% 30
2026
Q2 		$4.14M Sell
33,024
-3,682
-10% -$439K 0.55% 30
2026
Q1 		$4.05M Sell
36,706
-1,675
-4% -$184K 0.71% 25
2025
Q4 		$4.13M Buy
38,381
+1,104
+3% +$110K 0.74% 23
2025
Q3 		$3.75M Buy
37,277
+6,137
+20% +$594K 0.77% 22
2025
Q2 		$2.95M Buy
31,140
+3,881
+14% +$334K 0.77% 22
2025
Q1 		$2.05M Sell
27,259
-3,259
-11% -$306K 0.68% 26
2024
Q4 		$2.95M Buy
30,518
+8,757
+40% +$870K 0.88% 23
2024
Q3 		$2.09M Buy
21,761
+887
+4% +$82.9K 0.63% 28
2024
Q2 		$1.86M Buy
20,874
+4,324
+26% +$392K 0.6% 29
2024
Q1 		$1.53M Buy
16,550
+858
+5% +$75.9K 0.52% 30
2023
Q4 		$1.37M Buy
15,692
+2,776
+21% +$222K 0.51% 29
2023
Q3 		$999K Buy
12,916
+175
+1% +$14.1K 0.41% 33
2023
Q2 		$989K Buy
12,741
+3,836
+43% +$282K 0.39% 34
2023
Q1 		$660K Sell
8,905
-2,460
-22% -$193K 0.27% 47
2022
Q4 		$847K Buy
11,365
+2,958
+35% +$222K 0.29% 48
2022
Q3 		$585K Buy
8,407
+565
+7% +$41.2K 0.23% 49
2022
Q2 		$529K Buy
7,842
+1,037
+15% +$78.5K 0.21% 53
2022
Q1 		$543K Buy
6,805
+1,790
+36% +$142K 0.4% 47
2021
Q4 		$411K Buy
+5,015
New +$399K 0.16% 70

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

McLean Asset Management's AVUV Position: Q3 2026 in Review

McLean Asset Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q3 2026, selling an estimated $99.3K and leaving 32,228 shares worth $3.89M. The position accounts for 0.52% of the portfolio, ranked #30.

McLean Asset Management first reported a position in AVUV in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.14M in Q2 2026. 918 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • McLean Asset Management held 32,228 shares of Avantis US Small Cap Value ETF worth $3.89M as of Q3 2026.
  • McLean Asset Management sold 796 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $99.3K.
  • Avantis US Small Cap Value ETF made up 0.52% of McLean Asset Management's portfolio in Q3 2026, its #30 holding.
  • McLean Asset Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • McLean Asset Management's Avantis US Small Cap Value ETF position peaked at $4.14M in Q2 2026.
  • 918 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.