Ritholtz Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ritholtz Wealth Management’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	$480K	Sell	3,845 -2,087	-35%	-$249K	0.01%	873
2026 Q1	$655K	Buy	5,932 +2,300	+63%	+$253K	0.01%	691
2025 Q4	$370K	Buy	3,632 +690	+23%	+$69K	0.01%	816
2025 Q3	$293K	Buy	2,942 +227	+8%	+$22K	0.01%	842
2025 Q2	$247K	Buy	+2,715	New	+$234K	0.01%	857
2024 Q3	–	Sell	-3,019	Closed	-$271K	–	870
2024 Q2	$271K	Sell	3,019 -257	-8%	-$23.3K	0.01%	679
2024 Q1	$307K	Buy	+3,276	New	+$290K	0.01%	631

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ritholtz Wealth Management's AVUV Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 35% in Q2 2026, selling an estimated $249K and leaving 3,845 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #873.

Ritholtz Wealth Management first reported a position in AVUV in Q1 2024 and has held it in 7 quarters since. The position peaked at $655K in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Ritholtz Wealth Management held 3,845 shares of Avantis US Small Cap Value ETF worth $480K as of Q2 2026.
Ritholtz Wealth Management sold 2,087 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $249K.
Avantis US Small Cap Value ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #873 holding.
Ritholtz Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
Ritholtz Wealth Management's Avantis US Small Cap Value ETF position peaked at $655K in Q1 2026.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.