Sherrill & Hutchins Financial Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sherrill & Hutchins Financial Advisory’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	$36M	Sell	288,668 -17,449	-6%	-$2.08M	17.22%	4
2026 Q1	$33.8M	Sell	306,117 -6,241	-2%	-$687K	19.97%	3
2025 Q4	$31.9M	Buy	312,358 +54	+0%	+$5.4K	22.59%	3
2025 Q3	$31.1M	Sell	312,304 -3,630	-1%	-$351K	22.52%	3
2025 Q2	$28.8M	Buy	315,934 +14,357	+5%	+$1.24M	22.37%	3
2025 Q1	$26.3M	Buy	301,577 +7,435	+3%	+$699K	22.41%	3
2024 Q4	$28.4M	Sell	294,142 -11,149	-4%	-$1.11M	25.1%	3
2024 Q3	$29.3M	Sell	305,291 -826	-0.3%	-$77.2K	25.3%	3
2024 Q2	$27.5M	Sell	306,117 -3,183	-1%	-$288K	24.78%	3
2024 Q1	$29M	Sell	309,300 -4,397	-1%	-$389K	26.39%	3
2023 Q4	$28.2M	Buy	+313,697	New	+$25.1M	26.47%	3

Other funds holding AVUV

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's AVUV Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory reduced its Avantis US Small Cap Value ETF (AVUV) stake by 5.7% in Q2 2026, selling an estimated $2.08M and leaving 288,668 shares worth $36M. The position accounts for 17.22% of the portfolio, ranked #4.

Sherrill & Hutchins Financial Advisory first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Sherrill & Hutchins Financial Advisory held 288,668 shares of Avantis US Small Cap Value ETF worth $36M as of Q2 2026.
Sherrill & Hutchins Financial Advisory sold 17,449 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.08M.
Avantis US Small Cap Value ETF made up 17.22% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #4 holding.
Sherrill & Hutchins Financial Advisory first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
600 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.