MFT
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Moisand Fitzgerald Tamayo’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Moisand Fitzgerald Tamayo’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 		$78.8M Sell
631,595
-1,254
-0.2% -$150K 7.7% 6
2026
Q1 		$69.9M Sell
632,849
-12,698
-2% -$1.4M 7.51% 5
2025
Q4 		$65.8M Buy
645,547
+9,427
+1% +$943K 7.43% 6
2025
Q3 		$63.3M Buy
636,120
+369
+0.1% +$35.7K 7.46% 6
2025
Q2 		$57.9M Buy
635,751
+52,019
+9% +$4.48M 7.32% 6
2025
Q1 		$50.9M Buy
583,732
+22,463
+4% +$2.11M 7.04% 5
2024
Q4 		$54.2M Sell
561,269
-4,635
-0.8% -$460K 7.66% 4
2024
Q3 		$54.3M Buy
565,904
+22,782
+4% +$2.13M 7.45% 4
2024
Q2 		$48.7M Buy
543,122
+16,406
+3% +$1.49M 7.3% 4
2024
Q1 		$49.4M Buy
526,716
+13,037
+3% +$1.15M 7.55% 3
2023
Q4 		$46.1M Buy
513,679
+8,282
+2% +$663K 7.98% 3
2023
Q3 		$39.4M Sell
505,397
-2,360
-0.5% -$190K 8.31% 3
2023
Q2 		$39.4M Buy
507,757
+37,819
+8% +$2.78M 8.05% 3
2023
Q1 		$34.8M Buy
469,938
+62,381
+15% +$4.89M 7.43% 3
2022
Q4 		$30.4M Buy
407,557
+154,073
+61% +$11.6M 6.92% 3
2022
Q3 		$16.8M Buy
253,484
+65,300
+35% +$4.76M 4.6% 6
2022
Q2 		$12.9M Buy
188,184
+114,378
+155% +$8.66M 3.46% 10
2022
Q1 		$5.89M Sell
73,806
-47,463
-39% -$3.76M 2.68% 11
2021
Q4 		$9.67M Buy
121,269
+25,246
+26% +$2.01M 2.72% 10
2021
Q3 		$7.26M Buy
96,023
+24,627
+34% +$1.82M 2.44% 14
2021
Q2 		$5.43M Buy
71,396
+9,821
+16% +$742K 1.97% 15
2021
Q1 		$4.45M Buy
61,575
+1,472
+2% +$98.7K 1.92% 14
2020
Q4 		$3.42M Buy
60,103
+24,972
+71% +$1.28M 1.54% 19
2020
Q3 		$1.5M Buy
35,131
+2,997
+9% +$129K 0.78% 25
2020
Q2 		$1.3M Buy
32,134
+11,926
+59% +$443K 0.72% 27
2020
Q1 		$629K Buy
20,208
+19,509
+2,791% +$882K 0.41% 36
2019
Q4 		$38K Buy
+699
New +$36.3K 0.02% 127

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AVUV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.2% in Q2 2026, selling an estimated $150K and leaving 631,595 shares worth $78.8M. The position accounts for 7.7% of the portfolio, ranked #6.

Moisand Fitzgerald Tamayo first reported a position in AVUV in Q4 2019 and has held it in 27 quarters since. 293 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 631,595 shares of Avantis US Small Cap Value ETF worth $78.8M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 1,254 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $150K.
  • Avantis US Small Cap Value ETF made up 7.7% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #6 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Avantis US Small Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 293 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.