Means Investment Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Means Investment Company’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	$48.1M	Sell	385,249 -8,780	-2%	-$1.05M	3.63%	6
2026 Q1	$43.5M	Sell	394,029 -2,575	-0.6%	-$284K	3.79%	6
2025 Q4	$40.4M	Buy	396,604 +8,152	+2%	+$816K	3.41%	8
2025 Q3	$38.7M	Buy	388,452 +28,194	+8%	+$2.73M	3.35%	9
2025 Q2	$32.8M	Buy	360,258 +12,657	+4%	+$1.09M	3.11%	9
2025 Q1	$30.3M	Buy	347,601 +207,756	+149%	+$19.5M	3.22%	8
2024 Q4	$13.5M	Buy	139,845 +25,100	+22%	+$2.49M	1.41%	15
2024 Q3	$11M	Buy	114,745 +23,320	+26%	+$2.18M	1.22%	15
2024 Q2	$8.2M	Buy	91,425 +89,208	+4,024%	+$8.08M	0.98%	20
2024 Q1	$208K	Buy	+2,217	New	+$196K	0.03%	193

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

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

Means Investment Company's AVUV Position: Q2 2026 in Review

Means Investment Company reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.2% in Q2 2026, selling an estimated $1.05M and leaving 385,249 shares worth $48.1M. The position accounts for 3.63% of the portfolio, ranked #6.

Means Investment Company first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,149 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Means Investment Company held 385,249 shares of Avantis US Small Cap Value ETF worth $48.1M as of Q2 2026.
Means Investment Company sold 8,780 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.05M.
Avantis US Small Cap Value ETF made up 3.63% of Means Investment Company's portfolio in Q2 2026, its #6 holding.
Means Investment Company first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,149 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.