MHB
AVUV icon

Midwest Heritage Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Midwest Heritage Bank’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 		$8.83M Buy
70,755
+655
+0.9% +$78.1K 2.5% 12
2026
Q1 		$7.74M Buy
70,100
+3,198
+5% +$352K 2.48% 12
2025
Q4 		$6.82M Buy
66,902
+314
+0.5% +$31.4K 2.35% 13
2025
Q3 		$6.63M Buy
66,588
+72
+0.1% +$6.96K 2.35% 13
2025
Q2 		$6.06M Buy
66,516
+282
+0.4% +$24.3K 2.28% 14
2025
Q1 		$5.77M Buy
66,234
+7,540
+13% +$708K 2.38% 13
2024
Q4 		$5.67M Buy
58,694
+504
+0.9% +$50.1K 2.63% 12
2024
Q3 		$5.58M Buy
58,190
+1,219
+2% +$114K 2.61% 12
2024
Q2 		$5.11M Sell
56,971
-181
-0.3% -$16.4K 2.58% 13
2024
Q1 		$5.36M Buy
57,152
+3,952
+7% +$350K 2.82% 11
2023
Q4 		$4.78M Sell
53,200
-1,245
-2% -$99.6K 3.24% 8
2023
Q3 		$4.24M Sell
54,445
-1,683
-3% -$135K 3.19% 9
2023
Q2 		$4.36M Buy
56,128
+938
+2% +$69K 3.3% 7
2023
Q1 		$4.09M Buy
55,190
+8,559
+18% +$670K 3.29% 8
2022
Q4 		$3.47M Sell
46,631
-1,389
-3% -$104K 3.36% 7
2022
Q3 		$3.18M Sell
48,020
-8,299
-15% -$605K 3.32% 8
2022
Q2 		$3.85M Sell
56,319
-39
-0.1% -$2.95K 3.48% 8
2022
Q1 		$4.5M Buy
56,358
+17,413
+45% +$1.38M 3.53% 9
2021
Q4 		$3.1M Buy
+38,945
New +$3.1M 3.01% 10

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Midwest Heritage Bank's AVUV Position: Q2 2026 in Review

Midwest Heritage Bank increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.93% in Q2 2026, buying an estimated $78.1K and bringing the position to 70,755 shares worth $8.83M. The position accounts for 2.5% of the portfolio, ranked #12.

Midwest Heritage Bank first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 724 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Midwest Heritage Bank held 70,755 shares of Avantis US Small Cap Value ETF worth $8.83M as of Q2 2026.
  • Midwest Heritage Bank bought 655 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $78.1K.
  • Avantis US Small Cap Value ETF made up 2.5% of Midwest Heritage Bank's portfolio in Q2 2026, its #12 holding.
  • Midwest Heritage Bank first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.