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AVUV icon

Orrstown Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Orrstown Financial Services’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 		$40.6M Sell
325,361
-2,156
-0.7% -$257K 6.03% 5
2026
Q1 		$36.2M Sell
327,517
-13,169
-4% -$1.45M 6.06% 5
2025
Q4 		$34.7M Buy
340,686
+2,349
+0.7% +$235K 5.79% 6
2025
Q3 		$33.7M Sell
338,337
-21,738
-6% -$2.1M 5.76% 6
2025
Q2 		$32.8M Buy
360,075
+13,617
+4% +$1.17M 6.91% 5
2025
Q1 		$30.2M Buy
346,458
+61,012
+21% +$5.73M 7.19% 5
2024
Q4 		$27.6M Buy
285,446
+33,894
+13% +$3.37M 7.39% 3
2024
Q3 		$24.1M Buy
251,552
+228,610
+996% +$21.4M 7.13% 3
2024
Q2 		$2.06M Buy
22,942
+8,787
+62% +$796K 1.09% 14
2024
Q1 		$1.33M Buy
14,155
+10,925
+338% +$967K 0.74% 19
2023
Q4 		$290K Buy
+3,230
New +$258K 0.23% 63

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Orrstown Financial Services's AVUV Position: Q2 2026 in Review

Orrstown Financial Services reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.66% in Q2 2026, selling an estimated $257K and leaving 325,361 shares worth $40.6M. The position accounts for 6.03% of the portfolio, ranked #5.

Orrstown Financial Services first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Orrstown Financial Services held 325,361 shares of Avantis US Small Cap Value ETF worth $40.6M as of Q2 2026.
  • Orrstown Financial Services sold 2,156 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $257K.
  • Avantis US Small Cap Value ETF made up 6.03% of Orrstown Financial Services's portfolio in Q2 2026, its #5 holding.
  • Orrstown Financial Services first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.