Silicon Hills Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Silicon Hills 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
2023 Q2	$8.06M	Buy	103,847 +8,101	+8%	+$596K	4.55%	5
2023 Q1	$7.09M	Sell	95,746 -182	-0.2%	-$14.3K	4.25%	6
2022 Q4	$7.15M	Buy	95,928 +5,354	+6%	+$403K	5.31%	3
2022 Q3	$5.99M	Buy	90,574 +131	+0.1%	+$9.55K	4.76%	5
2022 Q2	$6.18M	Buy	90,443 +34,779	+62%	+$2.63M	4.52%	4
2022 Q1	$4.45M	Buy	55,664 +19,283	+53%	+$1.53M	2.84%	9
2021 Q4	$2.9M	Buy	36,381 +26,230	+258%	+$2.09M	1.8%	12
2021 Q3	$768K	Buy	+10,151	New	+$752K	0.53%	56

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Hills Wealth Management's AVUV Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.5% in Q2 2023, buying an estimated $596K and bringing the position to 103,847 shares worth $8.06M. The position accounts for 4.55% of the portfolio, ranked #5.

Silicon Hills Wealth Management first reported a position in AVUV in Q3 2021 and has held it in 8 quarters since. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

Silicon Hills Wealth Management held 103,847 shares of Avantis US Small Cap Value ETF worth $8.06M as of Q2 2023.
Silicon Hills Wealth Management bought 8,101 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $596K.
Avantis US Small Cap Value ETF made up 4.55% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #5 holding.
Silicon Hills Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 8 quarters since.
420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.