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 Q3	$1.3M	Buy	11,051 +1,152	+12%	+$144K	0.14%	88
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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Middleton & Co's AVUV Position: Q3 2026 in Review

Middleton & Co increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q3 2026, buying an estimated $144K and bringing the position to 11,051 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #88.

Middleton & Co first reported a position in AVUV in Q1 2024 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Middleton & Co held 11,051 shares of Avantis US Small Cap Value ETF worth $1.3M as of Q3 2026.
Middleton & Co bought 1,152 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $144K.
Avantis US Small Cap Value ETF made up 0.14% of Middleton & Co's portfolio in Q3 2026, its #88 holding.
Middleton & Co first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.