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

Sequoia 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	$133M	Sell	1,063,743 -23,399	-2%	-$2.79M	0.66%	32
2026 Q1	$120M	Buy	1,087,142 +72,849	+7%	+$8.02M	0.67%	34
2025 Q4	$103M	Buy	1,014,293 +12,717	+1%	+$1.27M	0.58%	36
2025 Q3	$99.7M	Buy	1,001,576 +62,297	+7%	+$6.03M	0.61%	38
2025 Q2	$85.6M	Buy	939,279 +69,101	+8%	+$5.96M	0.59%	37
2025 Q1	$75.9M	Buy	870,178 +798,761	+1,118%	+$75.1M	0.58%	37
2024 Q4	$6.89M	Sell	71,417 -1,259	-2%	-$125K	0.07%	219
2024 Q3	$6.97M	Buy	72,676 +17,532	+32%	+$1.64M	0.07%	183
2024 Q2	$4.95M	Buy	+55,144	New	+$4.99M	0.06%	192

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

Sequoia Financial Advisors's AVUV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.2% in Q2 2026, selling an estimated $2.79M and leaving 1,063,743 shares worth $133M. The position accounts for 0.66% of the portfolio, ranked #32.

Sequoia Financial Advisors first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Sequoia Financial Advisors held 1,063,743 shares of Avantis US Small Cap Value ETF worth $133M as of Q2 2026.
Sequoia Financial Advisors sold 23,399 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.79M.
Avantis US Small Cap Value ETF made up 0.66% of Sequoia Financial Advisors's portfolio in Q2 2026, its #32 holding.
Sequoia Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.