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

Medallion 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 		$71.8K Buy
650
+10
+2% +$1.1K 0.02% 410
2025
Q4 		$65.3K Hold
640
– – 0.02% 428
2025
Q3 		$63.7K Hold
640
– – 0.02% 429
2025
Q2 		$59.5K Buy
640
+630
+6,300% +$54.3K 0.02% 435
2025
Q1 		$875 Hold
10
– – ﹤0.01% 1000
2024
Q4 		$965 Buy
+10
New +$993 ﹤0.01% 935

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

Medallion Wealth Advisors's AVUV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.6% in Q1 2026, buying an estimated $1.1K and bringing the position to 650 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #410.

Medallion Wealth Advisors first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Medallion Wealth Advisors held 650 shares of Avantis US Small Cap Value ETF worth $71.8K as of Q1 2026.
  • Medallion Wealth Advisors bought 10 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.1K.
  • Avantis US Small Cap Value ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #410 holding.
  • Medallion Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.