Santori & Peters Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Santori & Peters Inc’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 Q1	$387K	Buy	+3,503	New	+$386K	0.12%	53

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Santori & Peters Inc's AVUV Position: Q1 2026 in Review

Santori & Peters Inc opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 3,503 shares worth $387K. The stake represents 0.12% of the portfolio and ranks #53 among its holdings.

1,052 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Santori & Peters Inc held 3,503 shares of Avantis US Small Cap Value ETF worth $387K as of Q1 2026.
Avantis US Small Cap Value ETF was a new Santori & Peters Inc position in Q1 2026.
Avantis US Small Cap Value ETF made up 0.12% of Santori & Peters Inc's portfolio in Q1 2026, its #53 holding.
1,052 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Santori & Peters Inc's 13F filing for Q1 2026, filed 7 May 2026.