Porter White Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Porter White Investment 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	$15.6M	Buy	124,935 +11,429	+10%	+$1.36M	6%	3
2026 Q1	$12.5M	Buy	113,506 +908	+0.8%	+$100K	5.02%	3
2025 Q4	$11.5M	Buy	112,598 +3,392	+3%	+$339K	4.71%	3
2025 Q3	$10.9M	Buy	109,206 +615	+0.6%	+$59.5K	4.67%	3
2025 Q2	$9.89M	Sell	108,591 -3,294	-3%	-$284K	4.61%	3
2025 Q1	$9.75M	Buy	111,885 +5,086	+5%	+$478K	4.83%	3
2024 Q4	$10.3M	Buy	106,799 +1,282	+1%	+$127K	5.23%	3
2024 Q3	$10.1M	Buy	105,517 +2,946	+3%	+$275K	5.07%	3
2024 Q2	$9.2M	Buy	102,571 +3,360	+3%	+$304K	4.93%	3
2024 Q1	$9.3M	Buy	99,211 +24,824	+33%	+$2.2M	4.94%	3
2023 Q4	$6.68M	Buy	74,387 +33,802	+83%	+$2.7M	4.16%	4
2023 Q3	$3.16M	Buy	40,585 +25,689	+172%	+$2.06M	2.42%	6
2023 Q2	$1.16M	Buy	+14,896	New	+$1.1M	0.91%	11

Other funds holding AVUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Porter White Investment Advisors's AVUV Position: Q2 2026 in Review

Porter White Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 10% in Q2 2026, buying an estimated $1.36M and bringing the position to 124,935 shares worth $15.6M. The position accounts for 6% of the portfolio, ranked #3.

Porter White Investment Advisors first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. 780 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Porter White Investment Advisors held 124,935 shares of Avantis US Small Cap Value ETF worth $15.6M as of Q2 2026.
Porter White Investment Advisors bought 11,429 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.36M.
Avantis US Small Cap Value ETF made up 6% of Porter White Investment Advisors's portfolio in Q2 2026, its #3 holding.
Porter White Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
780 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.