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

Ruedi 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
2025 Q2	–	Sell	-2,439	Closed	-$213K	–	82
2025 Q1	$213K	Sell	2,439 -587	-19%	-$55.2K	0.07%	48
2024 Q4	$292K	Sell	3,026 -20	-0.7%	-$1.99K	0.09%	44
2024 Q3	$292K	Buy	3,046 +20	+0.7%	+$1.87K	0.1%	45
2024 Q2	$272K	Buy	3,026 +5	+0.2%	+$453	0.11%	46
2024 Q1	$283K	Sell	3,021 -30	-1%	-$2.65K	0.12%	46
2023 Q4	$274K	Sell	3,051 -504	-14%	-$40.3K	0.13%	44
2023 Q3	$277K	Buy	3,555 +515	+17%	+$41.4K	0.16%	39
2023 Q2	$236K	Buy	3,040 +1,253	+70%	+$92.1K	0.14%	41
2023 Q1	$132K	Sell	1,787 -972	-35%	-$76.1K	0.09%	47
2022 Q4	$206K	Buy	+2,759	New	+$208K	0.15%	39

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ruedi Wealth Management's AVUV Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 2,439 shares — an estimated $213K sold.

Ruedi Wealth Management first reported a position in AVUV in Q4 2022 and held it in 10 quarters. The position peaked at $292K in Q3 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Ruedi Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 2,439 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $213K.
Ruedi Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Avantis US Small Cap Value ETF position peaked at $292K in Q3 2024.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.