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Signature Estate & Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Signature Estate & Investment 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 		$659K Buy
5,285
+338
+7% +$40.3K 0.01% 377
2026
Q1 		$546K Buy
4,947
+46
+0.9% +$5.07K 0.01% 398
2025
Q4 		$500K Hold
4,901
– – 0.01% 391
2025
Q3 		$488K Sell
4,901
-33
-0.7% -$3.19K 0.01% 386
2025
Q2 		$449K Buy
4,934
+2,031
+70% +$175K 0.01% 385
2025
Q1 		$253K Buy
+2,903
New +$273K 0.01% 477

Other funds holding AVUV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
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

Signature Estate & Investment Advisors's AVUV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 5,285 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #377.

Signature Estate & Investment Advisors first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,285 shares of Avantis US Small Cap Value ETF worth $659K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 338 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $40.3K.
  • Avantis US Small Cap Value ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #377 holding.
  • Signature Estate & Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.