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AVUV icon

SkyOak Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

SkyOak Wealth’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 		$11.2M Buy
89,676
+22,552
+34% +$2.69M 1.83% 12
2026
Q1 		$7.42M Buy
67,124
+6,642
+11% +$731K 1.36% 17
2025
Q4 		$6.17M Buy
60,482
+6,201
+11% +$620K 1.11% 28
2025
Q3 		$5.4M Buy
54,281
+12,007
+28% +$1.16M 1.02% 32
2025
Q2 		$3.85M Sell
42,274
-58,170
-58% -$5.01M 0.77% 38
2025
Q1 		$8.76M Buy
100,444
+25,719
+34% +$2.42M 1.92% 11
2024
Q4 		$7.21M Buy
74,725
+23,951
+47% +$2.38M 1.54% 16
2024
Q3 		$4.87M Buy
+50,774
New +$4.75M 1.08% 23

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

SkyOak Wealth's AVUV Position: Q2 2026 in Review

SkyOak Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 34% in Q2 2026, buying an estimated $2.69M and bringing the position to 89,676 shares worth $11.2M. The position accounts for 1.83% of the portfolio, ranked #12.

SkyOak Wealth first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • SkyOak Wealth held 89,676 shares of Avantis US Small Cap Value ETF worth $11.2M as of Q2 2026.
  • SkyOak Wealth bought 22,552 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.69M.
  • Avantis US Small Cap Value ETF made up 1.83% of SkyOak Wealth's portfolio in Q2 2026, its #12 holding.
  • SkyOak Wealth first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.