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McCarley & Cook Financial Planners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$4.68M Buy
39,768
+1,671
+4% +$208K 3.55% 4
2026
Q2 		$4.75M Sell
38,097
-32,428
-46% -$3.87M 3.69% 6
2026
Q1 		$7.79M Buy
70,525
+739
+1% +$81.4K 6.73% 3
2025
Q4 		$7.12M Buy
+69,786
New +$6.98M 6.42% 4

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

McCarley & Cook Financial Planners's AVUV Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.4% in Q3 2026, buying an estimated $208K and bringing the position to 39,768 shares worth $4.68M. The position accounts for 3.55% of the portfolio, ranked #4.

McCarley & Cook Financial Planners first reported a position in AVUV in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.79M in Q1 2026. 382 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • McCarley & Cook Financial Planners held 39,768 shares of Avantis US Small Cap Value ETF worth $4.68M as of Q3 2026.
  • McCarley & Cook Financial Planners bought 1,671 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $208K.
  • Avantis US Small Cap Value ETF made up 3.55% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #4 holding.
  • McCarley & Cook Financial Planners first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Avantis US Small Cap Value ETF position peaked at $7.79M in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.