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Middleton & Co’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Middleton & Co’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 		$1.23M Buy
9,899
+715
+8% +$85.3K 0.13% 92
2026
Q1 		$1.01M Buy
9,184
+28
+0.3% +$3.08K 0.12% 95
2025
Q4 		$934K Sell
9,156
-1,080
-11% -$108K 0.1% 94
2025
Q3 		$1.02M Sell
10,236
-650
-6% -$62.9K 0.11% 97
2025
Q2 		$992K Sell
10,886
-1,050
-9% -$90.5K 0.11% 97
2025
Q1 		$1.04M Buy
11,936
+421
+4% +$39.6K 0.12% 92
2024
Q4 		$1.11M Buy
11,515
+9,170
+391% +$911K 0.12% 91
2024
Q3 		$225K Sell
2,345
-417
-15% -$39K 0.02% 156
2024
Q2 		$248K Sell
2,762
-2,162
-44% -$196K 0.03% 146
2024
Q1 		$461K Buy
+4,924
New +$436K 0.05% 118

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

Middleton & Co's AVUV Position: Q2 2026 in Review

Middleton & Co increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.8% in Q2 2026, buying an estimated $85.3K and bringing the position to 9,899 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #92.

Middleton & Co first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Middleton & Co held 9,899 shares of Avantis US Small Cap Value ETF worth $1.23M as of Q2 2026.
  • Middleton & Co bought 715 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $85.3K.
  • Avantis US Small Cap Value ETF made up 0.13% of Middleton & Co's portfolio in Q2 2026, its #92 holding.
  • Middleton & Co first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.