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Plante Moran Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Plante Moran Financial 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 		$140M Buy
1,119,113
+1,118,711
+278,286% +$133M 6.49% 5
2026
Q1 		$44.4K Hold
402
– – ﹤0.01% 330
2025
Q4 		$41K Sell
402
-371
-48% -$37.1K ﹤0.01% 352
2025
Q3 		$76.9K Buy
773
+371
+92% +$35.9K ﹤0.01% 278
2025
Q2 		$36.6K Hold
402
– – ﹤0.01% 384
2025
Q1 		$35K Sell
402
-38
-9% -$3.57K ﹤0.01% 393
2024
Q4 		$42.5K Hold
440
– – ﹤0.01% 375
2024
Q3 		$42.2K Buy
440
+38
+9% +$3.55K ﹤0.01% 414
2024
Q2 		$36.1K Hold
402
– – ﹤0.01% 390
2024
Q1 		$37.7K Buy
+402
New +$35.6K ﹤0.01% 402

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

Plante Moran Financial Advisors's AVUV Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 278,286% in Q2 2026, buying an estimated $133M and bringing the position to 1,119,113 shares worth $140M. The position accounts for 6.49% of the portfolio, ranked #5.

Plante Moran Financial 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.

  • Plante Moran Financial Advisors held 1,119,113 shares of Avantis US Small Cap Value ETF worth $140M as of Q2 2026.
  • Plante Moran Financial Advisors bought 1,118,711 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $133M.
  • Avantis US Small Cap Value ETF made up 6.49% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Plante Moran Financial 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 Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.