Savvy Advisors Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Savvy Advisors 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 Q2	$55.7M	Buy	446,377 +115,553	+35%	+$13.8M	1.18%	13
2026 Q1	$36.5M	Buy	330,824 +312,649	+1,720%	+$34.4M	0.98%	17
2025 Q4	$1.85M	Buy	18,175 +3,486	+24%	+$349K	0.06%	240
2025 Q3	$1.46M	Buy	14,689 +158	+1%	+$15.3K	0.07%	205
2025 Q2	$1.32M	Sell	14,531 -670	-4%	-$57.7K	0.09%	168
2025 Q1	$1.33M	Buy	15,201 +1,703	+13%	+$160K	0.13%	128
2024 Q4	$1.3M	Sell	13,498 -1,037	-7%	-$103K	0.16%	109
2024 Q3	$1.39M	Buy	+14,535	New	+$1.36M	0.28%	72

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Savvy Advisors Inc's AVUV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Avantis US Small Cap Value ETF (AVUV) stake by 35% in Q2 2026, buying an estimated $13.8M and bringing the position to 446,377 shares worth $55.7M. The position accounts for 1.18% of the portfolio, ranked #13.

Savvy Advisors Inc first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Savvy Advisors Inc held 446,377 shares of Avantis US Small Cap Value ETF worth $55.7M as of Q2 2026.
Savvy Advisors Inc bought 115,553 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $13.8M.
Avantis US Small Cap Value ETF made up 1.18% of Savvy Advisors Inc's portfolio in Q2 2026, its #13 holding.
Savvy Advisors Inc first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.