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

Parallel 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 		$1.07M Sell
8,574
-797
-9% -$95.1K 0.02% 497
2026
Q1 		$1.04M Buy
9,371
+4,785
+104% +$527K 0.02% 466
2025
Q4 		$468K Sell
4,586
-579
-11% -$57.9K 0.01% 715
2025
Q3 		$514K Sell
5,165
-70
-1% -$6.77K 0.01% 652
2025
Q2 		$477K Buy
5,235
+1,549
+42% +$134K 0.01% 649
2025
Q1 		$321K Sell
3,686
-4,848
-57% -$456K 0.01% 755
2024
Q4 		$824K Sell
8,534
-20
-0.2% -$1.99K 0.02% 443
2024
Q3 		$821K Hold
8,554
– – 0.02% 429
2024
Q2 		$767K Buy
8,554
+1,540
+22% +$139K 0.02% 420
2024
Q1 		$657K Buy
+7,014
New +$621K 0.02% 446

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

Parallel Advisors's AVUV Position: Q2 2026 in Review

Parallel Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.5% in Q2 2026, selling an estimated $95.1K and leaving 8,574 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #497.

Parallel Advisors first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Parallel Advisors held 8,574 shares of Avantis US Small Cap Value ETF worth $1.07M as of Q2 2026.
  • Parallel Advisors sold 797 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $95.1K.
  • Avantis US Small Cap Value ETF made up 0.02% of Parallel Advisors's portfolio in Q2 2026, its #497 holding.
  • Parallel Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.