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Moneta Group Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Moneta Group Investment 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 		$892K Buy
7,151
+1,526
+27% +$182K 0.01% 421
2026
Q1 		$621K Buy
5,625
+2,854
+103% +$314K ﹤0.01% 449
2025
Q4 		$283K Buy
+2,771
New +$277K ﹤0.01% 650
2025
Q3 		– Sell
-2,223
Closed -$203K – 794
2025
Q2 		$203K Sell
2,223
-4,832
-68% -$416K ﹤0.01% 673
2025
Q1 		$615K Buy
7,055
+212
+3% +$19.9K 0.01% 370
2024
Q4 		$661K Buy
6,843
+2,564
+60% +$255K 0.01% 344
2024
Q3 		$411K Sell
4,279
-136
-3% -$12.7K 0.01% 448
2024
Q2 		$396K Buy
4,415
+1,170
+36% +$106K 0.01% 431
2024
Q1 		$304K Buy
3,245
+170
+6% +$15K 0.01% 485
2023
Q4 		$276K Buy
+3,075
New +$246K 0.01% 463

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

Moneta Group Investment Advisors's AVUV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q2 2026, buying an estimated $182K and bringing the position to 7,151 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #421.

Moneta Group Investment Advisors first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Moneta Group Investment Advisors held 7,151 shares of Avantis US Small Cap Value ETF worth $892K as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,526 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $182K.
  • Avantis US Small Cap Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #421 holding.
  • Moneta Group Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.