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

Savant Capital’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 		$118M Sell
948,506
-11,873
-1% -$1.42M 0.35% 45
2026
Q1 		$106M Buy
960,379
+193,682
+25% +$21.3M 0.51% 28
2025
Q4 		$78.2M Sell
766,697
-13,591
-2% -$1.36M 0.44% 39
2025
Q3 		$77.7M Buy
780,288
+408,295
+110% +$39.5M 0.47% 40
2025
Q2 		$33.9M Buy
371,993
+145,905
+65% +$12.6M 0.24% 65
2025
Q1 		$19.7M Buy
226,088
+157,355
+229% +$14.8M 0.17% 85
2024
Q4 		$6.63M Buy
68,733
+5,662
+9% +$563K 0.05% 200
2024
Q3 		$6.05M Buy
63,071
+14,151
+29% +$1.32M 0.05% 192
2024
Q2 		$4.39M Sell
48,920
-2,613
-5% -$237K 0.04% 217
2024
Q1 		$4.83M Buy
51,533
+36
+0.1% +$3.19K 0.06% 192
2023
Q4 		$4.62M Buy
51,497
+19,959
+63% +$1.6M 0.06% 182
2023
Q3 		$2.46M Buy
31,538
+13,019
+70% +$1.05M 0.04% 235
2023
Q2 		$1.44M Buy
18,519
+11,047
+148% +$812K 0.02% 314
2023
Q1 		$553K Buy
+7,472
New +$585K 0.01% 438

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

Savant Capital's AVUV Position: Q2 2026 in Review

Savant Capital reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.2% in Q2 2026, selling an estimated $1.42M and leaving 948,506 shares worth $118M. The position accounts for 0.35% of the portfolio, ranked #45.

Savant Capital first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Savant Capital held 948,506 shares of Avantis US Small Cap Value ETF worth $118M as of Q2 2026.
  • Savant Capital sold 11,873 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.42M.
  • Avantis US Small Cap Value ETF made up 0.35% of Savant Capital's portfolio in Q2 2026, its #45 holding.
  • Savant Capital first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.