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Meadow Creek Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Meadow Creek Wealth Advisors’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
Q1 		$2.68M Buy
24,233
+141
+0.6% +$15.5K 1.73% 13
2025
Q4 		$2.46M Buy
24,092
+60
+0.2% +$6K 1.57% 16
2025
Q3 		$2.33M Sell
24,032
-1,047
-4% -$101K 1.55% 15
2025
Q2 		$2.28M Buy
25,079
+156
+0.6% +$13.4K 1.54% 16
2025
Q1 		$2.17M Buy
24,923
+1,006
+4% +$94.5K 1.62% 13
2024
Q4 		$2.31M Buy
23,917
+1,478
+7% +$147K 1.66% 13
2024
Q3 		$2.15M Buy
22,439
+2,106
+10% +$197K 1.71% 13
2024
Q2 		$1.82M Buy
20,333
+1,518
+8% +$137K 1.73% 12
2024
Q1 		$1.76M Buy
18,815
+361
+2% +$31.9K 1.23% 19
2023
Q4 		$1.66M Buy
+18,454
New +$1.48M 1.61% 12
2022
Q3 		$434K Buy
+6,560
New +$478K 0.57% 44

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meadow Creek Wealth Advisors's AVUV Position: Q1 2026 in Review

Meadow Creek Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.59% in Q1 2026, buying an estimated $15.5K and bringing the position to 24,233 shares worth $2.68M. The position accounts for 1.73% of the portfolio, ranked #13.

Meadow Creek Wealth Advisors first reported a position in AVUV in Q3 2022 and has held it in 11 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Meadow Creek Wealth Advisors held 24,233 shares of Avantis US Small Cap Value ETF worth $2.68M as of Q1 2026.
  • Meadow Creek Wealth Advisors bought 141 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $15.5K.
  • Avantis US Small Cap Value ETF made up 1.73% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Meadow Creek Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 11 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.