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Meredith Wealth Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Meredith Wealth Planning’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 		$73.4M Sell
588,447
-3,519
-0.6% -$420K 17.33% 1
2026
Q1 		$65.4M Buy
591,966
+8,399
+1% +$925K 17.72% 1
2025
Q4 		$59.5M Buy
583,567
+488
+0.1% +$48.8K 17.72% 1
2025
Q3 		$58M Buy
583,079
+17,480
+3% +$1.69M 18.39% 1
2025
Q2 		$51.5M Buy
565,599
+86,086
+18% +$7.42M 18.71% 1
2025
Q1 		$41.8M Buy
479,513
+9,291
+2% +$873K 18.44% 1
2024
Q4 		$45.4M Buy
470,222
+12,893
+3% +$1.28M 20.23% 1
2024
Q3 		$43.9M Buy
457,329
+5,972
+1% +$558K 20.94% 1
2024
Q2 		$40.5M Buy
451,357
+6,183
+1% +$560K 21.22% 1
2024
Q1 		$41.7M Buy
445,174
+672
+0.2% +$59.5K 23.27% 1
2023
Q4 		$39.9M Sell
444,502
-67,048
-13% -$5.36M 24.81% 1
2023
Q3 		$39.9M Buy
511,550
+35,578
+7% +$2.86M 29.64% 1
2023
Q2 		$36.9M Buy
475,972
+11,467
+2% +$843K 30.05% 1
2023
Q1 		$34.4M Buy
464,505
+21,931
+5% +$1.72M 27.69% 1
2022
Q4 		$33M Buy
+442,574
New +$33.3M 28.4% 1

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Meredith Wealth Planning's AVUV Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.59% in Q2 2026, selling an estimated $420K and leaving 588,447 shares worth $73.4M. The position accounts for 17.33% of the portfolio, ranked #1.

Meredith Wealth Planning first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Meredith Wealth Planning held 588,447 shares of Avantis US Small Cap Value ETF worth $73.4M as of Q2 2026.
  • Meredith Wealth Planning sold 3,519 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $420K.
  • Avantis US Small Cap Value ETF made up 17.33% of Meredith Wealth Planning's portfolio in Q2 2026, its #1 holding.
  • Meredith Wealth Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.