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Slagle Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Slagle Financial’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 		$770K Buy
6,172
+18
+0.3% +$2.15K 0.23% 74
2026
Q1 		$680K Sell
6,154
-293
-5% -$32.3K 0.22% 77
2025
Q4 		$657K Buy
6,447
+186
+3% +$18.6K 0.23% 75
2025
Q3 		$623K Sell
6,261
-223
-3% -$21.6K 0.23% 76
2025
Q2 		$591K Sell
6,484
-56,005
-90% -$4.83M 0.24% 76
2025
Q1 		$5.45M Buy
62,489
+13,381
+27% +$1.26M 2.42% 9
2024
Q4 		$4.74M Buy
49,108
+5,594
+13% +$556K 2.13% 13
2024
Q3 		$4.18M Buy
43,514
+5,203
+14% +$486K 1.85% 16
2024
Q2 		$3.44M Buy
38,311
+4,855
+15% +$440K 1.76% 14
2024
Q1 		$3.14M Sell
33,456
-27,838
-45% -$2.46M 1.7% 13
2023
Q4 		$2.75M Buy
61,294
+34,224
+126% +$2.74M 1.58% 18
2023
Q3 		$2.11M Buy
27,070
+2,307
+9% +$185K 1.29% 27
2023
Q2 		$1.92M Buy
+24,763
New +$1.82M 1.2% 33

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
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

Slagle Financial's AVUV Position: Q2 2026 in Review

Slagle Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.29% in Q2 2026, buying an estimated $2.15K and bringing the position to 6,172 shares worth $770K. The position accounts for 0.23% of the portfolio, ranked #74.

Slagle Financial first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.45M in Q1 2025. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Slagle Financial held 6,172 shares of Avantis US Small Cap Value ETF worth $770K as of Q2 2026.
  • Slagle Financial bought 18 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.15K.
  • Avantis US Small Cap Value ETF made up 0.23% of Slagle Financial's portfolio in Q2 2026, its #74 holding.
  • Slagle Financial first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's Avantis US Small Cap Value ETF position peaked at $5.45M in Q1 2025.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.