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SC&H Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

SC&H Financial Advisors’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 		$5.1M Buy
40,882
+291
+0.7% +$34.7K 0.68% 22
2026
Q1 		$4.48M Sell
40,591
-490
-1% -$54K 0.68% 22
2025
Q4 		$4.19M Sell
41,081
-713
-2% -$71.3K 0.65% 24
2025
Q3 		$4.16M Sell
41,794
-10,299
-20% -$996K 0.68% 22
2025
Q2 		$4.75M Buy
52,093
+865
+2% +$74.5K 0.81% 20
2025
Q1 		$4.47M Sell
51,228
-863
-2% -$81.1K 0.88% 20
2024
Q4 		$5.03M Buy
52,091
+1,111
+2% +$110K 1.04% 19
2024
Q3 		$4.89M Buy
50,980
+3,827
+8% +$358K 1.07% 17
2024
Q2 		$4.23M Sell
47,153
-114
-0.2% -$10.3K 1.04% 17
2024
Q1 		$4.43M Buy
47,267
+2,332
+5% +$206K 1.15% 17
2023
Q4 		$4.04M Buy
44,935
+1,585
+4% +$127K 1.16% 17
2023
Q3 		$3.38M Sell
43,350
-512
-1% -$41.1K 1.12% 17
2023
Q2 		$3.4M Buy
43,862
+1,782
+4% +$131K 1.12% 17
2023
Q1 		$3.12M Buy
42,080
+2,848
+7% +$223K 1.14% 16
2022
Q4 		$2.92M Buy
39,232
+2,807
+8% +$211K 1.21% 17
2022
Q3 		$2.41M Sell
36,425
-17,026
-32% -$1.24M 1.2% 18
2022
Q2 		$3.65M Buy
53,451
+3,752
+8% +$284K 1.7% 16
2022
Q1 		$3.97M Buy
49,699
+21,567
+77% +$1.71M 1.89% 15
2021
Q4 		$2.24M Buy
+28,132
New +$2.24M 1.24% 17

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

SC&H Financial Advisors's AVUV Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.72% in Q2 2026, buying an estimated $34.7K and bringing the position to 40,882 shares worth $5.1M. The position accounts for 0.68% of the portfolio, ranked #22.

SC&H Financial Advisors first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • SC&H Financial Advisors held 40,882 shares of Avantis US Small Cap Value ETF worth $5.1M as of Q2 2026.
  • SC&H Financial Advisors bought 291 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $34.7K.
  • Avantis US Small Cap Value ETF made up 0.68% of SC&H Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • SC&H Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.