SIC
AVUV icon

Salem Investment Counselors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Salem Investment Counselors’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 		$2.62K Hold
21
– – ﹤0.01% 1082
2026
Q1 		$2.32K Buy
+21
New +$2.31K ﹤0.01% 1068
2025
Q4 		– Sell
-21
Closed -$2.09K – 451
2025
Q3 		$2.09K Hold
21
– – ﹤0.01% 1067
2025
Q2 		$1.91K Hold
21
– – ﹤0.01% 1036
2025
Q1 		$1.83K Hold
21
– – ﹤0.01% 1041
2024
Q4 		$2.03K Buy
+21
New +$2.09K ﹤0.01% 1022
2024
Q3 		– Sell
-21
Closed -$1.89K – 1192
2024
Q2 		$1.89K Hold
21
– – ﹤0.01% 1028
2024
Q1 		$1.97K Buy
+21
New +$1.86K ﹤0.01% 1032

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Salem Investment Counselors's AVUV Position: Q2 2026 in Review

Salem Investment Counselors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 21 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Salem Investment Counselors first reported a position in AVUV in Q1 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Salem Investment Counselors held 21 shares of Avantis US Small Cap Value ETF worth $2.62K as of Q2 2026.
  • Salem Investment Counselors left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1082 holding.
  • Salem Investment Counselors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 529 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.