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

Scarborough 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	$556K	Buy	4,469 +3,448	+338%	+$411K	0.06%	98
2026 Q1	$113K	Buy	1,021 +2	+0.2%	+$220	0.01%	176
2025 Q4	$104K	Buy	1,019 +134	+15%	+$13.4K	0.02%	108
2025 Q3	$88.1K	Buy	885 +216	+32%	+$20.9K	0.02%	111
2025 Q2	$60.9K	Buy	+669	New	+$57.7K	0.01%	127
2024 Q3	–	Sell	-629	Closed	-$56.4K	–	141
2024 Q2	$56.4K	Sell	629 -47	-7%	-$4.26K	0.02%	92
2024 Q1	$63.3K	Buy	676 +128	+23%	+$11.3K	0.03%	86
2023 Q4	$49.2K	Buy	+548	New	+$43.8K	0.01%	171

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

Scarborough Advisors's AVUV Position: Q2 2026 in Review

Scarborough Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 338% in Q2 2026, buying an estimated $411K and bringing the position to 4,469 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #98.

Scarborough Advisors first reported a position in AVUV in Q4 2023 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Scarborough Advisors held 4,469 shares of Avantis US Small Cap Value ETF worth $556K as of Q2 2026.
Scarborough Advisors bought 3,448 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $411K.
Avantis US Small Cap Value ETF made up 0.06% of Scarborough Advisors's portfolio in Q2 2026, its #98 holding.
Scarborough Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 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 Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.