Seed Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Seed Wealth Management’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	$6.5M	Buy	52,085 +2,700	+5%	+$322K	4.11%	4
2026 Q1	$5.46M	Hold	49,385	–	–	3.75%	6
2025 Q4	$5.04M	Buy	49,385 +4,235	+9%	+$424K	3.47%	5
2025 Q3	$4.49M	Sell	45,150 -860	-2%	-$83.2K	3.1%	6
2025 Q2	$4.19M	Sell	46,010 -755	-2%	-$65.1K	3.12%	5
2025 Q1	$4.08M	Buy	46,765 +2,260	+5%	+$212K	3.32%	6
2024 Q4	$4.3M	Sell	44,505 -575	-1%	-$57.1K	3.47%	5
2024 Q3	$4.33M	Sell	45,080 -3,850	-8%	-$360K	3.46%	4
2024 Q2	$4.39M	Buy	48,930 +755	+2%	+$68.4K	3.82%	4
2024 Q1	$4.48M	Sell	48,175 -755	-2%	-$66.8K	4.28%	1
2023 Q4	$4.38M	Buy	48,930 +4,630	+10%	+$370K	4.42%	1
2023 Q3	$3.45M	Hold	44,300	–	–	3.88%	2
2023 Q2	$3.44M	Sell	44,300 -1,600	-3%	-$118K	3.65%	2
2023 Q1	$3.4M	Sell	45,900 -3,650	-7%	-$286K	3.85%	4
2022 Q4	$3.69M	Buy	+49,550	New	+$3.73M	4.23%	4

Other funds holding AVUV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Seed Wealth Management's AVUV Position: Q2 2026 in Review

Seed Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.5% in Q2 2026, buying an estimated $322K and bringing the position to 52,085 shares worth $6.5M. The position accounts for 4.11% of the portfolio, ranked #4.

Seed Wealth Management first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 718 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Seed Wealth Management held 52,085 shares of Avantis US Small Cap Value ETF worth $6.5M as of Q2 2026.
Seed Wealth Management bought 2,700 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $322K.
Avantis US Small Cap Value ETF made up 4.11% of Seed Wealth Management's portfolio in Q2 2026, its #4 holding.
Seed Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
718 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.