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

RVW Wealth’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 		$1.81M Sell
14,538
-577
-4% -$68.8K 0.12% 61
2026
Q1 		$1.67M Buy
15,115
+387
+3% +$42.6K 0.13% 61
2025
Q4 		$1.5M Sell
14,728
-1,421
-9% -$142K 0.11% 63
2025
Q3 		$1.61M Sell
16,149
-3,968
-20% -$384K 0.13% 58
2025
Q2 		$1.83M Sell
20,117
-18,378
-48% -$1.58M 0.16% 56
2025
Q1 		$3.36M Sell
38,495
-221,424
-85% -$20.8M 0.32% 41
2024
Q4 		$25.1M Sell
259,919
-5,040
-2% -$501K 2.34% 13
2024
Q3 		$25.4M Sell
264,959
-13,048
-5% -$1.22M 2.36% 13
2024
Q2 		$24.9M Buy
278,007
+14,558
+6% +$1.32M 2.49% 13
2024
Q1 		$24.7M Buy
263,449
+20,325
+8% +$1.8M 2.54% 12
2023
Q4 		$21.8M Buy
243,124
+26,642
+12% +$2.13M 2.4% 11
2023
Q3 		$16.9M Buy
216,482
+29,130
+16% +$2.34M 2.03% 21
2023
Q2 		$14.5M Buy
187,352
+95,494
+104% +$7.02M 1.72% 26
2023
Q1 		$6.8M Buy
91,858
+85,199
+1,279% +$6.67M 0.84% 34
2022
Q4 		$496K Sell
6,659
-784
-11% -$59K 0.06% 99
2022
Q3 		$492K Buy
7,443
+1,277
+21% +$93.1K 0.07% 97
2022
Q2 		$422K Buy
6,166
+833
+16% +$63.1K 0.06% 97
2022
Q1 		$426K Buy
+5,333
New +$422K 0.05% 101

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RVW Wealth's AVUV Position: Q2 2026 in Review

RVW Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.8% in Q2 2026, selling an estimated $68.8K and leaving 14,538 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #61.

RVW Wealth first reported a position in AVUV in Q1 2022 and has held it in 18 quarters since. The position peaked at $25.4M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • RVW Wealth held 14,538 shares of Avantis US Small Cap Value ETF worth $1.81M as of Q2 2026.
  • RVW Wealth sold 577 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $68.8K.
  • Avantis US Small Cap Value ETF made up 0.12% of RVW Wealth's portfolio in Q2 2026, its #61 holding.
  • RVW Wealth first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • RVW Wealth's Avantis US Small Cap Value ETF position peaked at $25.4M in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.