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

OneDigital Investment 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 		$21.7M Buy
173,695
+10,764
+7% +$1.28M 0.18% 108
2026
Q1 		$18M Buy
162,931
+59,418
+57% +$6.54M 0.18% 116
2025
Q4 		$10.6M Sell
103,513
-17,452
-14% -$1.75M 0.1% 167
2025
Q3 		$12M Sell
120,965
-12,453
-9% -$1.2M 0.12% 153
2025
Q2 		$12.2M Sell
133,418
-9,461
-7% -$815K 0.14% 139
2025
Q1 		$12.5M Buy
142,879
+9,967
+7% +$936K 0.15% 134
2024
Q4 		$12.8M Buy
132,912
+21,569
+19% +$2.14M 0.15% 130
2024
Q3 		$10.7M Buy
111,343
+2,408
+2% +$225K 0.12% 145
2024
Q2 		$9.77M Buy
108,935
+6,454
+6% +$585K 0.12% 146
2024
Q1 		$9.6M Buy
102,481
+1,090
+1% +$96.4K 0.15% 131
2023
Q4 		$9.1M Buy
101,391
+4,052
+4% +$324K 0.16% 130
2023
Q3 		$7.59M Buy
97,339
+11,698
+14% +$940K 0.16% 116
2023
Q2 		$6.65M Buy
85,641
+179
+0.2% +$13.2K 0.15% 120
2023
Q1 		$6.33M Buy
85,462
+56,386
+194% +$4.42M 0.15% 126
2022
Q4 		$2.17M Buy
29,076
+20,445
+237% +$1.54M 0.06% 250
2022
Q3 		$571K Buy
+8,631
New +$629K 0.02% 425

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OneDigital Investment Advisors's AVUV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.6% in Q2 2026, buying an estimated $1.28M and bringing the position to 173,695 shares worth $21.7M. The position accounts for 0.18% of the portfolio, ranked #108.

OneDigital Investment Advisors first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • OneDigital Investment Advisors held 173,695 shares of Avantis US Small Cap Value ETF worth $21.7M as of Q2 2026.
  • OneDigital Investment Advisors bought 10,764 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.28M.
  • Avantis US Small Cap Value ETF made up 0.18% of OneDigital Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • OneDigital Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.