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Milestone Asset Management Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Milestone Asset Management 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 		$3.29M Buy
26,367
+1,298
+5% +$155K 1.66% 18
2026
Q1 		$2.77M Buy
25,069
+1,104
+5% +$122K 1.62% 21
2025
Q4 		$2.44M Buy
23,965
+4,647
+24% +$465K 1.38% 25
2025
Q3 		$1.92M Buy
19,318
+1,405
+8% +$136K 1.21% 26
2025
Q2 		$1.63M Buy
17,913
+205
+1% +$17.7K 1.21% 28
2025
Q1 		$1.54M Buy
17,708
+97
+0.6% +$9.11K 1.4% 25
2024
Q4 		$1.7M Buy
+17,611
New +$1.75M 1.52% 23

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

Milestone Asset Management Group's AVUV Position: Q2 2026 in Review

Milestone Asset Management Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.2% in Q2 2026, buying an estimated $155K and bringing the position to 26,367 shares worth $3.29M. The position accounts for 1.66% of the portfolio, ranked #18.

Milestone Asset Management Group first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Milestone Asset Management Group held 26,367 shares of Avantis US Small Cap Value ETF worth $3.29M as of Q2 2026.
  • Milestone Asset Management Group bought 1,298 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $155K.
  • Avantis US Small Cap Value ETF made up 1.66% of Milestone Asset Management Group's portfolio in Q2 2026, its #18 holding.
  • Milestone Asset Management Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.