Meridian Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Meridian Wealth 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 Q2	$1.6M	Buy	12,829 +18	+0.1%	+$2.15K	0.05%	300
2026 Q1	$1.42M	Buy	12,811 +614	+5%	+$67.6K	0.05%	289
2025 Q4	$1.24M	Sell	12,197 -339	-3%	-$33.9K	0.04%	308
2025 Q3	$1.25M	Buy	12,536 +328	+3%	+$31.7K	0.05%	288
2025 Q2	$1.11M	Buy	12,208 +102	+0.8%	+$8.79K	0.05%	290
2025 Q1	$1.06M	Sell	12,106 -234	-2%	-$22K	0.05%	284
2024 Q4	$1.19M	Sell	12,340 -304	-2%	-$30.2K	0.06%	260
2024 Q3	$1.21M	Buy	+12,644	New	+$1.18M	0.06%	249
2024 Q2	–	Sell	-8,929	Closed	-$837K	–	308
2024 Q1	$837K	Buy	8,929 +1,201	+16%	+$106K	0.14%	102
2023 Q4	$694K	Sell	7,728 -2,682	-26%	-$215K	0.04%	319
2023 Q3	$811K	Buy	10,410 +6,142	+144%	+$493K	0.05%	271
2023 Q2	$331K	Buy	+4,268	New	+$314K	0.03%	411

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

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

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

Meridian Wealth Management's AVUV Position: Q2 2026 in Review

Meridian Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.14% in Q2 2026, buying an estimated $2.15K and bringing the position to 12,829 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #300.

Meridian Wealth Management first reported a position in AVUV in Q2 2023 and has held it in 12 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Meridian Wealth Management held 12,829 shares of Avantis US Small Cap Value ETF worth $1.6M as of Q2 2026.
Meridian Wealth Management bought 18 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.15K.
Avantis US Small Cap Value ETF made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #300 holding.
Meridian Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.