RVW Wealth
AVUV icon

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
Q3 		$1.7M Sell
14,438
-100
-0.7% -$12.5K 0.11% 67
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

Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RVW Wealth's AVUV Position: Q3 2026 in Review

RVW Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.69% in Q3 2026, selling an estimated $12.5K and leaving 14,438 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #67.

RVW Wealth first reported a position in AVUV in Q1 2022 and has held it in 19 quarters since. The position peaked at $25.4M in Q3 2024. 456 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • RVW Wealth held 14,438 shares of Avantis US Small Cap Value ETF worth $1.7M as of Q3 2026.
  • RVW Wealth sold 100 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $12.5K.
  • Avantis US Small Cap Value ETF made up 0.11% of RVW Wealth's portfolio in Q3 2026, its #67 holding.
  • RVW Wealth first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 19 quarters since.
  • RVW Wealth's Avantis US Small Cap Value ETF position peaked at $25.4M in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.