SG
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Sharper & Granite’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sharper & Granite’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 		$297K Sell
2,377
-10
-0.4% -$1.19K 0.09% 97
2026
Q1 		$264K Buy
2,387
+355
+17% +$39.1K 0.09% 96
2025
Q4 		$207K Buy
+2,032
New +$203K 0.07% 106

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

Sharper & Granite's AVUV Position: Q2 2026 in Review

Sharper & Granite reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.42% in Q2 2026, selling an estimated $1.19K and leaving 2,377 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #97.

Sharper & Granite first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Sharper & Granite held 2,377 shares of Avantis US Small Cap Value ETF worth $297K as of Q2 2026.
  • Sharper & Granite sold 10 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.19K.
  • Avantis US Small Cap Value ETF made up 0.09% of Sharper & Granite's portfolio in Q2 2026, its #97 holding.
  • Sharper & Granite first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.