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Monetary Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Monetary Solutions’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 		$806K Sell
6,463
-301
-4% -$35.9K 0.69% 27
2026
Q1 		$747K Sell
6,764
-298
-4% -$32.8K 0.72% 26
2025
Q4 		$720K Buy
+7,062
New +$707K 0.71% 24

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monetary Solutions's AVUV Position: Q2 2026 in Review

Monetary Solutions reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.5% in Q2 2026, selling an estimated $35.9K and leaving 6,463 shares worth $806K. The position accounts for 0.69% of the portfolio, ranked #27.

Monetary Solutions first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Monetary Solutions held 6,463 shares of Avantis US Small Cap Value ETF worth $806K as of Q2 2026.
  • Monetary Solutions sold 301 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $35.9K.
  • Avantis US Small Cap Value ETF made up 0.69% of Monetary Solutions's portfolio in Q2 2026, its #27 holding.
  • Monetary Solutions first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.