Silver Oak Wealth Advisors Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Silver Oak Wealth Advisors Services’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	$4.05M	Sell	32,452 -2,437	-7%	-$291K	2.42%	10
2026 Q1	$3.85M	Buy	34,889 +195	+0.6%	+$21.5K	2.5%	9
2025 Q4	$3.54M	Sell	34,694 -304	-0.9%	-$30.4K	2.28%	10
2025 Q3	$3.48M	Buy	34,998 +764	+2%	+$73.9K	2.3%	10
2025 Q2	$3.12M	Sell	34,234 -1,901	-5%	-$164K	2.25%	12
2025 Q1	$3.15M	Buy	36,135 +1,867	+5%	+$175K	2.81%	10
2024 Q4	$3.31M	Buy	+34,268	New	+$3.4M	2.86%	11

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Silver Oak Wealth Advisors Services's AVUV Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7% in Q2 2026, selling an estimated $291K and leaving 32,452 shares worth $4.05M. The position accounts for 2.42% of the portfolio, ranked #10.

Silver Oak Wealth Advisors Services first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Silver Oak Wealth Advisors Services held 32,452 shares of Avantis US Small Cap Value ETF worth $4.05M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 2,437 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $291K.
Avantis US Small Cap Value ETF made up 2.42% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #10 holding.
Silver Oak Wealth Advisors Services first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.