OLVIG
AVUV icon

Oliver Lagore Vanvalin Investment Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$13.3K Buy
+153
New +$13.2K 0.01% 393
2024
Q4 		$14.8K Hold
153
– – ﹤0.01% 396
2024
Q3 		$14.7K Hold
153
– – ﹤0.01% 385
2024
Q2 		$13.7K Hold
153
– – ﹤0.01% 380
2024
Q1 		$14.3K Sell
153
-308
-67% -$27.3K ﹤0.01% 378
2023
Q4 		$41.4K Sell
461
-336
-42% -$26.9K 0.02% 230
2023
Q3 		$62.1K Sell
797
-697
-47% -$56K 0.02% 215
2023
Q2 		$116K Buy
+1,494
New +$110K 0.04% 163

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AVUV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2025: 153 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AVUV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AVUV in Q2 2023 and has held it in 8 quarters since. The position peaked at $116K in Q2 2023. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 153 shares of Avantis US Small Cap Value ETF worth $13.3K as of Q2 2025.
  • Avantis US Small Cap Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Avantis US Small Cap Value ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #393 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Avantis US Small Cap Value ETF position peaked at $116K in Q2 2023.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.