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AVUV icon

Prosperity Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prosperity Planning’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 		$10.4M Buy
83,175
+3,525
+4% +$420K 2.38% 14
2026
Q1 		$8.8M Buy
79,650
+4,954
+7% +$545K 2.23% 14
2025
Q4 		$7.62M Buy
74,696
+3,651
+5% +$365K 1.99% 16
2025
Q3 		$7.07M Buy
71,045
+5,019
+8% +$486K 1.91% 16
2025
Q2 		$6.01M Buy
66,026
+10,328
+19% +$890K 1.74% 17
2025
Q1 		$4.86M Buy
55,698
+7,816
+16% +$734K 1.52% 18
2024
Q4 		$4.62M Buy
47,882
+7,781
+19% +$773K 1.48% 18
2024
Q3 		$3.85M Buy
40,101
+11,163
+39% +$1.04M 1.22% 20
2024
Q2 		$2.6M Buy
28,938
+8,875
+44% +$804K 0.89% 28
2024
Q1 		$1.88M Sell
20,063
-81
-0.4% -$7.17K 0.65% 33
2023
Q4 		$1.81M Buy
20,144
+517
+3% +$41.4K 0.68% 33
2023
Q3 		$1.53M Sell
19,627
-58
-0.3% -$4.66K 0.64% 36
2023
Q2 		$1.53M Sell
19,685
-58
-0.3% -$4.26K 0.63% 37
2023
Q1 		$1.46M Sell
19,743
-118
-0.6% -$9.24K 0.64% 36
2022
Q4 		$1.47M Hold
19,861
– – 0.73% 31
2022
Q3 		$1.31M Sell
19,861
-60
-0.3% -$4.38K 0.69% 35
2022
Q2 		$1.36M Hold
19,921
– – 0.69% 34
2022
Q1 		$1.59M Hold
19,921
– – 0.78% 31
2021
Q4 		$1.59M Sell
19,921
-90
-0.4% -$7.17K 0.81% 30
2021
Q3 		$1.51M Sell
20,011
-199
-1% -$14.7K 0.83% 29
2021
Q2 		$1.54M Sell
20,210
-239
-1% -$18.1K 0.95% 28
2021
Q1 		$1.48M Buy
20,449
+5
+0% +$335 1.05% 26
2020
Q4 		$1.16M Buy
+20,444
New +$1.05M 0.98% 27

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Prosperity Planning's AVUV Position: Q2 2026 in Review

Prosperity Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.4% in Q2 2026, buying an estimated $420K and bringing the position to 83,175 shares worth $10.4M. The position accounts for 2.38% of the portfolio, ranked #14.

Prosperity Planning first reported a position in AVUV in Q4 2020 and has held it in 23 quarters since. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Prosperity Planning held 83,175 shares of Avantis US Small Cap Value ETF worth $10.4M as of Q2 2026.
  • Prosperity Planning bought 3,525 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $420K.
  • Avantis US Small Cap Value ETF made up 2.38% of Prosperity Planning's portfolio in Q2 2026, its #14 holding.
  • Prosperity Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.