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Salomon & Ludwin’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Salomon & Ludwin’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 		$10.2K Sell
82
-4
-5% -$477 ﹤0.01% 1574
2026
Q1 		$9.58K Sell
86
-4
-4% -$440 ﹤0.01% 1533
2025
Q4 		$9.42K Hold
90
– – ﹤0.01% 1477
2025
Q3 		$9.06K Buy
+90
New +$8.71K ﹤0.01% 1386

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

Salomon & Ludwin's AVUV Position: Q2 2026 in Review

Salomon & Ludwin reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.7% in Q2 2026, selling an estimated $477 and leaving 82 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Salomon & Ludwin first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Salomon & Ludwin held 82 shares of Avantis US Small Cap Value ETF worth $10.2K as of Q2 2026.
  • Salomon & Ludwin sold 4 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $477.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1574 holding.
  • Salomon & Ludwin first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.