SFO
AVUV icon

Stokes Family Office’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Stokes Family Office’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 		$8.5M Sell
68,093
-28,709
-30% -$3.42M 0.99% 30
2026
Q1 		$10.7M Sell
96,802
-8,991
-8% -$990K 1.1% 27
2025
Q4 		$10.8M Sell
105,793
-508
-0.5% -$50.8K 0.99% 28
2025
Q3 		$10.6M Sell
106,301
-2,309
-2% -$223K 1% 27
2025
Q2 		$9.89M Buy
108,610
+1,710
+2% +$147K 1.04% 28
2025
Q1 		$9.32M Sell
106,900
-6,813
-6% -$640K 1.05% 25
2024
Q4 		$11M Sell
113,713
-672
-0.6% -$66.8K 1.17% 21
2024
Q3 		$11M Buy
114,385
+5,627
+5% +$526K 1.2% 20
2024
Q2 		$9.76M Buy
108,758
+6,853
+7% +$621K 1.14% 21
2024
Q1 		$9.55M Buy
101,905
+8,835
+9% +$782K 1.19% 20
2023
Q4 		$8.36M Buy
93,070
+13,979
+18% +$1.12M 1.13% 19
2023
Q3 		$6.17M Buy
79,091
+7,092
+10% +$570K 0.72% 29
2023
Q2 		$5.59M Buy
71,999
+19,633
+37% +$1.44M 0.65% 32
2023
Q1 		$3.88M Buy
+52,366
New +$4.1M 0.48% 49

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

Stokes Family Office's AVUV Position: Q2 2026 in Review

Stokes Family Office reduced its Avantis US Small Cap Value ETF (AVUV) stake by 30% in Q2 2026, selling an estimated $3.42M and leaving 68,093 shares worth $8.5M. The position accounts for 0.99% of the portfolio, ranked #30.

Stokes Family Office first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $11M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Stokes Family Office held 68,093 shares of Avantis US Small Cap Value ETF worth $8.5M as of Q2 2026.
  • Stokes Family Office sold 28,709 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.42M.
  • Avantis US Small Cap Value ETF made up 0.99% of Stokes Family Office's portfolio in Q2 2026, its #30 holding.
  • Stokes Family Office first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Stokes Family Office's Avantis US Small Cap Value ETF position peaked at $11M in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.