Northeast Planning Associates NH’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Northeast Planning Associates NH’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	$1.34M	Buy	+11,523	New	+$1.37M	1%	26

Other funds holding AVUV

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Northeast Planning Associates NH's AVUV Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 11,523 shares worth $1.34M. The stake represents 1% of the portfolio and ranks #26 among its holdings.

634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Northeast Planning Associates NH held 11,523 shares of Avantis US Small Cap Value ETF worth $1.34M as of Q2 2026.
Avantis US Small Cap Value ETF was a new Northeast Planning Associates NH position in Q2 2026.
Avantis US Small Cap Value ETF made up 1% of Northeast Planning Associates NH's portfolio in Q2 2026, its #26 holding.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.