SPA
AVUV icon

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

Sentinel Pension 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 		$4.07M Buy
32,498
+1,948
+6% +$232K 0.53% 29
2026
Q1 		$3.37M Buy
30,550
+2,784
+10% +$307K 0.5% 29
2025
Q4 		$2.83M Buy
27,766
+699
+3% +$69.9K 0.43% 30
2025
Q3 		$2.69M Buy
27,067
+659
+2% +$63.7K 0.43% 32
2025
Q2 		$2.41M Buy
26,408
+1,709
+7% +$147K 0.41% 33
2025
Q1 		$2.15M Sell
24,699
-404
-2% -$38K 0.4% 35
2024
Q4 		$2.42M Buy
25,103
+1,762
+8% +$175K 0.45% 32
2024
Q3 		$2.24M Buy
23,341
+485
+2% +$45.3K 0.43% 35
2024
Q2 		$2.05M Sell
22,856
-1,694
-7% -$153K 0.43% 35
2024
Q1 		$2.3M Buy
24,550
+3,769
+18% +$333K 0.49% 32
2023
Q4 		$1.87M Buy
20,781
+883
+4% +$70.6K 0.44% 34
2023
Q3 		$1.55M Buy
19,898
+1,613
+9% +$130K 0.38% 41
2023
Q2 		$1.42M Buy
18,285
+258
+1% +$19K 0.34% 44
2023
Q1 		$1.3M Buy
18,027
+726
+4% +$56.9K 0.33% 44
2022
Q4 		$1.29M Sell
17,301
-435
-2% -$32.7K 0.4% 40
2022
Q3 		$1.17M Buy
17,736
+950
+6% +$69.3K 0.41% 40
2022
Q2 		$1.15M Sell
16,786
-1,440
-8% -$109K 0.39% 41
2022
Q1 		$1.46M Buy
18,226
+226
+1% +$17.9K 0.49% 37
2021
Q4 		$1.44M Buy
18,000
+903
+5% +$71.9K 0.45% 38
2021
Q3 		$1.29M Buy
17,097
+1,202
+8% +$89.1K 0.44% 39
2021
Q2 		$1.21M Buy
+15,895
New +$1.2M 0.42% 42

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

Sentinel Pension Advisors's AVUV Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.4% in Q2 2026, buying an estimated $232K and bringing the position to 32,498 shares worth $4.07M. The position accounts for 0.53% of the portfolio, ranked #29.

Sentinel Pension Advisors first reported a position in AVUV in Q2 2021 and has held it in 21 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Sentinel Pension Advisors held 32,498 shares of Avantis US Small Cap Value ETF worth $4.07M as of Q2 2026.
  • Sentinel Pension Advisors bought 1,948 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $232K.
  • Avantis US Small Cap Value ETF made up 0.53% of Sentinel Pension Advisors's portfolio in Q2 2026, its #29 holding.
  • Sentinel Pension Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.