Roberts, Glore & Co’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Roberts, Glore & Co’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 Q3	$373K	Buy	+3,171	New	+$395K	0.09%	175

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Roberts, Glore & Co's AVUV Position: Q3 2026 in Review

Roberts, Glore & Co opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 3,171 shares worth $373K. The stake represents 0.09% of the portfolio and ranks #175 among its holdings.

1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Roberts, Glore & Co held 3,171 shares of Avantis US Small Cap Value ETF worth $373K as of Q3 2026.
Avantis US Small Cap Value ETF was a new Roberts, Glore & Co position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.09% of Roberts, Glore & Co's portfolio in Q3 2026, its #175 holding.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Roberts, Glore & Co's 13F filing for Q3 2026, filed 13 Nov 2026.