PSA
AVUV icon

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

Plum Street 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 		$8.25M Buy
66,121
+2,312
+4% +$276K 2.63% 12
2026
Q1 		$7.05M Buy
63,809
+3,432
+6% +$378K 2.44% 16
2025
Q4 		$6.16M Buy
60,377
+4,205
+7% +$421K 2.19% 16
2025
Q3 		$5.59M Buy
56,172
+18,149
+48% +$1.76M 2.16% 15
2025
Q2 		$3.46M Sell
38,023
-791
-2% -$68.2K 1.53% 20
2025
Q1 		$3.38M Buy
38,814
+6,700
+21% +$630K 1.63% 15
2024
Q4 		$3.1M Buy
32,114
+13,747
+75% +$1.37M 1.53% 15
2024
Q3 		$1.76M Buy
18,367
+1,899
+12% +$178K 0.89% 26
2024
Q2 		$1.48M Sell
16,468
-1,899
-10% -$172K 0.86% 30
2024
Q1 		$1.76M Buy
18,367
+11,814
+180% +$1.05M 0.89% 26
2023
Q4 		$588K Buy
+6,553
New +$524K 0.39% 44

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

Plum Street Advisors's AVUV Position: Q2 2026 in Review

Plum Street Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.6% in Q2 2026, buying an estimated $276K and bringing the position to 66,121 shares worth $8.25M. The position accounts for 2.63% of the portfolio, ranked #12.

Plum Street Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Plum Street Advisors held 66,121 shares of Avantis US Small Cap Value ETF worth $8.25M as of Q2 2026.
  • Plum Street Advisors bought 2,312 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $276K.
  • Avantis US Small Cap Value ETF made up 2.63% of Plum Street Advisors's portfolio in Q2 2026, its #12 holding.
  • Plum Street Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.