SNB
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Security National Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Security National Bank’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
2025
Q4 		– Sell
-52
Closed -$5.18K – 376
2025
Q3 		$5.18K Buy
+52
New +$5.03K ﹤0.01% 336

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Security National Bank's AVUV Position: Q4 2025 in Review

Security National Bank sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 52 shares — an estimated $5.18K sold.

Security National Bank first reported a position in AVUV in Q3 2025 and held it in 1 quarter. The position peaked at $5.18K in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Security National Bank reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 52 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $5.18K.
  • Security National Bank first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Security National Bank's Avantis US Small Cap Value ETF position peaked at $5.18K in Q3 2025.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.