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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
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
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

Meridian Wealth Management's AVUV Position: Q1 2026 in Review

Meridian Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 5% in Q1 2026, buying an estimated $67.6K and bringing the position to 12,811 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #289.

Meridian Wealth Management first reported a position in AVUV in Q2 2023 and has held it in 11 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Meridian Wealth Management held 12,811 shares of Avantis US Small Cap Value ETF worth $1.42M as of Q1 2026.
  • Meridian Wealth Management bought 614 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $67.6K.
  • Avantis US Small Cap Value ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #289 holding.
  • Meridian Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 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 Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.