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

ORBA Wealth 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	$2.42M	Sell	19,385 -130	-0.7%	-$15.5K	2.07%	14
2026 Q1	$2.16M	Sell	19,515 -4,573	-19%	-$503K	2.57%	12
2025 Q4	$2.46M	Sell	24,088 -947	-4%	-$94.7K	2.13%	13
2025 Q3	$2.49M	Buy	25,035 +503	+2%	+$48.7K	2.05%	16
2025 Q2	$2.23M	Sell	24,532 -12,926	-35%	-$1.11M	2.03%	17
2025 Q1	$3.27M	Sell	37,458 -384	-1%	-$36.1K	1.65%	23
2024 Q4	$3.65M	Sell	37,842 -32,584	-46%	-$3.24M	1.91%	19
2024 Q3	$6.76M	Buy	70,426 +513	+0.7%	+$48K	3.42%	6
2024 Q2	$6.27M	Buy	69,913 +2,977	+4%	+$270K	3.25%	8
2024 Q1	$6.27M	Buy	66,936 +1,047	+2%	+$92.6K	3.47%	7
2023 Q4	$5.92M	Buy	+65,889	New	+$5.27M	3.55%	6

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ORBA Wealth Advisors's AVUV Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.67% in Q2 2026, selling an estimated $15.5K and leaving 19,385 shares worth $2.42M. The position accounts for 2.07% of the portfolio, ranked #14.

ORBA Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.76M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

ORBA Wealth Advisors held 19,385 shares of Avantis US Small Cap Value ETF worth $2.42M as of Q2 2026.
ORBA Wealth Advisors sold 130 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $15.5K.
Avantis US Small Cap Value ETF made up 2.07% of ORBA Wealth Advisors's portfolio in Q2 2026, its #14 holding.
ORBA Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $6.76M in Q3 2024.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.