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Satovsky Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Satovsky Asset Management’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 		$77.1M Sell
618,166
-1,772
-0.3% -$211K 12.3% 3
2026
Q1 		$68.5M Buy
619,938
+102
+0% +$11.2K 12.09% 3
2025
Q4 		$63.2M Buy
619,836
+198
+0% +$19.8K 12.25% 3
2025
Q3 		$61.7M Sell
619,638
-264
-0% -$25.5K 12.31% 3
2025
Q2 		$56.5M Buy
619,902
+7,277
+1% +$627K 12.02% 3
2025
Q1 		$53.4M Sell
612,625
-1,911
-0.3% -$180K 11.95% 3
2024
Q4 		$59.3M Sell
614,536
-7,525
-1% -$748K 13.58% 3
2024
Q3 		$59.7M Buy
622,061
+341
+0.1% +$31.9K 13.45% 3
2024
Q2 		$55.8M Buy
621,720
+4,560
+0.7% +$413K 13.41% 3
2024
Q1 		$57.8M Buy
617,160
+216
+0% +$19.1K 16.92% 2
2023
Q4 		$55.4M Sell
616,944
-10,453
-2% -$836K 17.24% 2
2023
Q3 		$48.9M Buy
627,397
+9,029
+1% +$725K 16.56% 2
2023
Q2 		$48M Buy
618,368
+9,492
+2% +$698K 16.21% 2
2023
Q1 		$45.2M Buy
608,876
+26,377
+5% +$2.07M 16.82% 3
2022
Q4 		$43.4M Buy
582,499
+17,804
+3% +$1.34M 18% 2
2022
Q3 		$37.3M Buy
564,695
+12,851
+2% +$937K 21.48% 2
2022
Q2 		$37.8M Buy
551,844
+539,957
+4,542% +$40.9M 22.08% 2
2022
Q1 		$949K Buy
+11,887
New +$942K 0.63% 14

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

Satovsky Asset Management's AVUV Position: Q2 2026 in Review

Satovsky Asset Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.29% in Q2 2026, selling an estimated $211K and leaving 618,166 shares worth $77.1M. The position accounts for 12.3% of the portfolio, ranked #3.

Satovsky Asset Management first reported a position in AVUV in Q1 2022 and has held it in 18 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Satovsky Asset Management held 618,166 shares of Avantis US Small Cap Value ETF worth $77.1M as of Q2 2026.
  • Satovsky Asset Management sold 1,772 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $211K.
  • Avantis US Small Cap Value ETF made up 12.3% of Satovsky Asset Management's portfolio in Q2 2026, its #3 holding.
  • Satovsky Asset Management first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.