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AVUV icon

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

Sachetta’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 		$2.02M Buy
16,208
+732
+5% +$87.3K 0.98% 23
2026
Q1 		$1.71M Sell
15,476
-350
-2% -$38.5K 0.93% 26
2025
Q4 		$1.61M Buy
15,826
+468
+3% +$46.8K 0.88% 26
2025
Q3 		$1.53M Sell
15,358
-757
-5% -$73.2K 0.57% 37
2025
Q2 		$1.47M Sell
16,115
-966
-6% -$83.3K 0.58% 36
2025
Q1 		$1.49M Buy
17,081
+913
+6% +$85.8K 0.61% 34
2024
Q4 		$1.56M Buy
16,168
+660
+4% +$65.6K 0.62% 34
2024
Q3 		$1.49M Buy
15,508
+1,038
+7% +$97K 0.59% 34
2024
Q2 		$1.43M Buy
14,470
+2,810
+24% +$254K 0.62% 30
2024
Q1 		$1.05M Hold
11,660
– – 0.5% 40
2023
Q4 		$1.05M Buy
+11,660
New +$933K 0.5% 40

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Sachetta's AVUV Position: Q2 2026 in Review

Sachetta increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.7% in Q2 2026, buying an estimated $87.3K and bringing the position to 16,208 shares worth $2.02M. The position accounts for 0.98% of the portfolio, ranked #23.

Sachetta first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Sachetta held 16,208 shares of Avantis US Small Cap Value ETF worth $2.02M as of Q2 2026.
  • Sachetta bought 732 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $87.3K.
  • Avantis US Small Cap Value ETF made up 0.98% of Sachetta's portfolio in Q2 2026, its #23 holding.
  • Sachetta first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.