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 Q2	$15.3M	Buy	122,270 +4,763	+4%	+$568K	5.35%	2
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 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

Midwest Financial Group's AVUV Position: Q2 2026 in Review

Midwest Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.1% in Q2 2026, buying an estimated $568K and bringing the position to 122,270 shares worth $15.3M. The position accounts for 5.35% of the portfolio, ranked #2.

Midwest Financial Group first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Midwest Financial Group held 122,270 shares of Avantis US Small Cap Value ETF worth $15.3M as of Q2 2026.
Midwest Financial Group bought 4,763 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $568K.
Avantis US Small Cap Value ETF made up 5.35% of Midwest Financial Group's portfolio in Q2 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 14 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.