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

Robertson Stephens 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 		$1.49M Buy
11,950
+5,131
+75% +$612K 0.04% 251
2026
Q1 		$753K Buy
6,819
+6
+0.1% +$661 0.02% 343
2025
Q4 		$695K Sell
6,813
-335
-5% -$33.5K 0.02% 369
2025
Q3 		$711K Hold
7,148
– – 0.02% 297
2025
Q2 		$651K Sell
7,148
-187
-3% -$16.1K 0.02% 329
2025
Q1 		$639K Sell
7,335
-419
-5% -$39.4K 0.02% 326
2024
Q4 		$748K Sell
7,754
-833
-10% -$82.8K 0.03% 293
2024
Q3 		$824K Buy
8,587
+4
+0% +$374 0.03% 311
2024
Q2 		$770K Sell
8,583
-6,009
-41% -$544K 0.04% 264
2024
Q1 		$1.37M Sell
14,592
-14,072
-49% -$1.25M 0.07% 193
2023
Q4 		$2.57M Sell
28,664
-1,352
-5% -$108K 0.16% 121
2023
Q3 		$2.34M Buy
+30,016
New +$2.41M 0.16% 131

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Robertson Stephens Wealth Management's AVUV Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 75% in Q2 2026, buying an estimated $612K and bringing the position to 11,950 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #251.

Robertson Stephens Wealth Management first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.57M in Q4 2023. 655 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Robertson Stephens Wealth Management held 11,950 shares of Avantis US Small Cap Value ETF worth $1.49M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 5,131 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $612K.
  • Avantis US Small Cap Value ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Robertson Stephens Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Robertson Stephens Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.57M in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.