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

Sheets Smith 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 		$1.96M Buy
15,745
+3,727
+31% +$445K 0.2% 108
2026
Q1 		$1.33M Buy
12,018
+1,348
+13% +$148K 0.15% 146
2025
Q4 		$1.09M Sell
10,670
-4,157
-28% -$416K 0.12% 169
2025
Q3 		$1.48M Sell
14,827
-20
-0.1% -$1.94K 0.17% 130
2025
Q2 		$1.35M Sell
14,847
-1,398
-9% -$120K 0.16% 129
2025
Q1 		$1.42M Buy
16,245
+2,172
+15% +$204K 0.18% 122
2024
Q4 		$1.36M Buy
14,073
+169
+1% +$16.8K 0.17% 124
2024
Q3 		$1.33M Buy
13,904
+5,086
+58% +$475K 0.16% 128
2024
Q2 		$791K Buy
8,818
+78
+0.9% +$7.06K 0.09% 176
2024
Q1 		$819K Buy
8,740
+3
+0% +$265 0.09% 179
2023
Q4 		$785K Sell
8,737
-252
-3% -$20.2K 0.11% 157
2023
Q3 		$701K Sell
8,989
-103
-1% -$8.28K 0.11% 165
2023
Q2 		$706K Buy
9,092
+154
+2% +$11.3K 0.1% 171
2023
Q1 		$662K Buy
8,938
+5,671
+174% +$444K 0.1% 175
2022
Q4 		$243K Sell
3,267
-600
-16% -$45.1K 0.04% 275
2022
Q3 		$256K Buy
3,867
+200
+5% +$14.6K 0.04% 262
2022
Q2 		$251K Buy
+3,667
New +$278K 0.04% 264

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

Sheets Smith Wealth Management's AVUV Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 31% in Q2 2026, buying an estimated $445K and bringing the position to 15,745 shares worth $1.96M. The position accounts for 0.2% of the portfolio, ranked #108.

Sheets Smith Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Sheets Smith Wealth Management held 15,745 shares of Avantis US Small Cap Value ETF worth $1.96M as of Q2 2026.
  • Sheets Smith Wealth Management bought 3,727 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $445K.
  • Avantis US Small Cap Value ETF made up 0.2% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Sheets Smith Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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