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AVUV icon

Oceanside Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Oceanside Advisors’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 		$791K Sell
6,343
-76
-1% -$9.06K 0.4% 28
2026
Q1 		$709K Buy
6,419
+680
+12% +$74.9K 0.4% 26
2025
Q4 		$585K Buy
5,739
+449
+8% +$44.9K 0.35% 30
2025
Q3 		$526K Buy
5,290
+37
+0.7% +$3.58K 0.33% 31
2025
Q2 		$479K Sell
5,253
-79
-1% -$6.81K 0.32% 32
2025
Q1 		$465K Buy
5,332
+116
+2% +$10.9K 0.34% 31
2024
Q4 		$503K Buy
5,216
+713
+16% +$70.8K 0.38% 30
2024
Q3 		$432K Buy
4,503
+1
+0% +$93 0.32% 32
2024
Q2 		$404K Buy
4,502
+27
+0.6% +$2.44K 0.33% 31
2024
Q1 		$419K Buy
4,475
+69
+2% +$6.11K 0.35% 31
2023
Q4 		$396K Buy
+4,406
New +$352K 0.35% 31

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Oceanside Advisors's AVUV Position: Q2 2026 in Review

Oceanside Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.2% in Q2 2026, selling an estimated $9.06K and leaving 6,343 shares worth $791K. The position accounts for 0.4% of the portfolio, ranked #28.

Oceanside Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 616 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Oceanside Advisors held 6,343 shares of Avantis US Small Cap Value ETF worth $791K as of Q2 2026.
  • Oceanside Advisors sold 76 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $9.06K.
  • Avantis US Small Cap Value ETF made up 0.4% of Oceanside Advisors's portfolio in Q2 2026, its #28 holding.
  • Oceanside Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 616 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.