Orgel Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Orgel Wealth Management’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 Q4	–	Sell	-3,132	Closed	-$312K	–	93
2025 Q3	$312K	Hold	3,132	–	–	0.01%	73
2025 Q2	$285K	Hold	3,132	–	–	0.01%	76
2025 Q1	$273K	Sell	3,132 -810	-21%	-$76.1K	0.01%	72
2024 Q4	$381K	Sell	3,942 -550	-12%	-$54.6K	0.01%	70
2024 Q3	$431K	Sell	4,492 -164	-4%	-$15.3K	0.01%	61
2024 Q2	$418K	Hold	4,656	–	–	0.01%	60
2024 Q1	$436K	Sell	4,656 -40	-0.9%	-$3.54K	0.01%	59
2023 Q4	$422K	Sell	4,696 -1,905	-29%	-$152K	0.01%	58
2023 Q3	$515K	Hold	6,601	–	–	0.02%	53
2023 Q2	$512K	Sell	6,601 -1,086	-14%	-$79.8K	0.02%	53
2023 Q1	$569K	Hold	7,687	–	–	0.02%	50
2022 Q4	$573K	Buy	+7,687	New	+$578K	0.02%	50

Other funds holding AVUV

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

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

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

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Orgel Wealth Management's AVUV Position: Q4 2025 in Review

Orgel Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 3,132 shares — an estimated $312K sold.

Orgel Wealth Management first reported a position in AVUV in Q4 2022 and held it in 12 quarters. The position peaked at $573K in Q4 2022. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

Orgel Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Orgel Wealth Management sold 3,132 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $312K.
Orgel Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and held it in 12 quarters.
Orgel Wealth Management's Avantis US Small Cap Value ETF position peaked at $573K in Q4 2022.
985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Orgel Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.