Morton Brown Family Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Morton Brown Family Wealth’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	$30.8M	Buy	246,862 +14,332	+6%	+$1.71M	6.98%	4
2026 Q1	$25.7M	Buy	232,530 +7,081	+3%	+$780K	6.79%	4
2025 Q4	$23M	Buy	225,449 +13,502	+6%	+$1.35M	6.26%	4
2025 Q3	$21.1M	Buy	211,947 +1,554	+0.7%	+$150K	6.05%	5
2025 Q2	$19.2M	Buy	210,393 +2,006	+1%	+$173K	5.83%	4
2025 Q1	$18.2M	Buy	208,387 +19,512	+10%	+$1.83M	6.17%	5
2024 Q4	$18.2M	Buy	188,875 +11,440	+6%	+$1.14M	6.35%	5
2024 Q3	$17M	Buy	177,435 +27,398	+18%	+$2.56M	6.05%	5
2024 Q2	$14.5M	Buy	150,037 +18,500	+14%	+$1.68M	5.71%	5
2024 Q1	$12.3M	Buy	131,537 +82,704	+169%	+$7.32M	5.09%	6
2023 Q4	$4.39M	Buy	48,833 +48,289	+8,877%	+$3.86M	1.92%	11
2023 Q3	$42.4K	Hold	544	–	–	0.02%	85
2023 Q2	$42.2K	Buy	+544	New	+$40K	0.02%	82

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morton Brown Family Wealth's AVUV Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.2% in Q2 2026, buying an estimated $1.71M and bringing the position to 246,862 shares worth $30.8M. The position accounts for 6.98% of the portfolio, ranked #4.

Morton Brown Family Wealth first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Morton Brown Family Wealth held 246,862 shares of Avantis US Small Cap Value ETF worth $30.8M as of Q2 2026.
Morton Brown Family Wealth bought 14,332 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.71M.
Avantis US Small Cap Value ETF made up 6.98% of Morton Brown Family Wealth's portfolio in Q2 2026, its #4 holding.
Morton Brown Family Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.