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National Wealth Management Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

National Wealth Management Group’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 		$558K Buy
4,474
+369
+9% +$44K 0.17% 108
2026
Q1 		$453K Sell
4,105
-1,200
-23% -$132K 0.17% 125
2025
Q4 		$541K Sell
5,305
-218
-4% -$21.8K 0.19% 119
2025
Q3 		$550K Buy
+5,523
New +$534K 0.21% 112

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 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

National Wealth Management Group's AVUV Position: Q2 2026 in Review

National Wealth Management Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 9% in Q2 2026, buying an estimated $44K and bringing the position to 4,474 shares worth $558K. The position accounts for 0.17% of the portfolio, ranked #108.

National Wealth Management Group first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • National Wealth Management Group held 4,474 shares of Avantis US Small Cap Value ETF worth $558K as of Q2 2026.
  • National Wealth Management Group bought 369 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $44K.
  • Avantis US Small Cap Value ETF made up 0.17% of National Wealth Management Group's portfolio in Q2 2026, its #108 holding.
  • National Wealth Management Group first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.