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Midwest Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Midwest Financial Group’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 		$13M Buy
117,507
+4,720
+4% +$520K 5.54% 2
2025
Q4 		$11.5M Buy
112,787
+2,354
+2% +$236K 5.08% 2
2025
Q3 		$11M Buy
110,433
+5,094
+5% +$493K 5.24% 3
2025
Q2 		$9.6M Buy
105,339
+3,850
+4% +$332K 5.05% 3
2025
Q1 		$8.85M Buy
101,489
+7,981
+9% +$750K 5.14% 3
2024
Q4 		$9.03M Buy
93,508
+16,677
+22% +$1.66M 5.18% 4
2024
Q3 		$7.37M Buy
76,831
+25,022
+48% +$2.34M 4.33% 4
2024
Q2 		$4.65M Buy
51,809
+7,706
+17% +$698K 2.96% 9
2024
Q1 		$4.13M Buy
44,103
+11,822
+37% +$1.05M 2.78% 9
2023
Q4 		$2.9M Buy
32,281
+9,661
+43% +$773K 2.16% 12
2023
Q3 		$1.76M Buy
22,620
+14,066
+164% +$1.13M 1.49% 18
2023
Q2 		$664K Buy
8,554
+3,124
+58% +$230K 0.56% 52
2023
Q1 		$402K Buy
+5,430
New +$425K 0.37% 65

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

Midwest Financial Group's AVUV Position: Q1 2026 in Review

Midwest Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.2% in Q1 2026, buying an estimated $520K and bringing the position to 117,507 shares worth $13M. The position accounts for 5.54% of the portfolio, ranked #2.

Midwest Financial Group first reported a position in AVUV in Q1 2023 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Midwest Financial Group held 117,507 shares of Avantis US Small Cap Value ETF worth $13M as of Q1 2026.
  • Midwest Financial Group bought 4,720 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $520K.
  • Avantis US Small Cap Value ETF made up 5.54% of Midwest Financial Group's portfolio in Q1 2026, its #2 holding.
  • Midwest Financial Group first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.