MA
AVUV icon

MONECO Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

MONECO Advisors’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 		$14.7M Buy
117,977
+32,863
+39% +$3.92M 0.9% 23
2026
Q1 		$9.4M Sell
85,114
-5,415
-6% -$596K 0.73% 28
2025
Q4 		$9.23M Buy
90,529
+5,012
+6% +$501K 0.73% 28
2025
Q3 		$8.51M Buy
85,517
+3,406
+4% +$329K 0.71% 30
2025
Q2 		$7.48M Buy
82,111
+18,813
+30% +$1.62M 0.7% 31
2025
Q1 		$5.52M Buy
63,298
+31,694
+100% +$2.98M 0.57% 33
2024
Q4 		$3.05M Buy
+31,604
New +$3.14M 0.32% 75

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

MONECO Advisors's AVUV Position: Q2 2026 in Review

MONECO Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 39% in Q2 2026, buying an estimated $3.92M and bringing the position to 117,977 shares worth $14.7M. The position accounts for 0.9% of the portfolio, ranked #23.

MONECO Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • MONECO Advisors held 117,977 shares of Avantis US Small Cap Value ETF worth $14.7M as of Q2 2026.
  • MONECO Advisors bought 32,863 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.92M.
  • Avantis US Small Cap Value ETF made up 0.9% of MONECO Advisors's portfolio in Q2 2026, its #23 holding.
  • MONECO Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.