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

Stone Summit 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
Q3 		$5.27M Buy
44,749
+872
+2% +$109K 1.42% 22
2026
Q2 		$5.47M Buy
43,877
+136
+0.3% +$16.2K 1.39% 22
2026
Q1 		$4.83M Sell
43,741
-662
-1% -$72.9K 1.34% 20
2025
Q4 		$4.53M Buy
44,403
+703
+2% +$70.3K 1.23% 25
2025
Q3 		$4.35M Buy
43,700
+297
+0.7% +$28.7K 1.23% 25
2025
Q2 		$3.95M Sell
43,403
-9,191
-17% -$792K 1.22% 26
2025
Q1 		$4.58M Sell
52,594
-1,677
-3% -$158K 1.55% 15
2024
Q4 		$5.24M Sell
54,271
-8,196
-13% -$814K 1.76% 12
2024
Q3 		$5.99M Buy
+62,467
New +$5.84M 1.93% 10
2024
Q2 		– Sell
-64,539
Closed -$6.05M – 140
2024
Q1 		$6.05M Buy
64,539
+2,349
+4% +$208K 2.1% 9
2023
Q4 		$5.58M Buy
62,190
+5,372
+9% +$430K 2.14% 7
2023
Q3 		$4.43M Buy
56,818
+5,098
+10% +$410K 1.9% 9
2023
Q2 		$4.01M Buy
51,720
+4,174
+9% +$307K 1.66% 12
2023
Q1 		$3.52M Buy
47,546
+6,202
+15% +$486K 1.57% 14
2022
Q4 		$3.08M Buy
41,344
+10,755
+35% +$809K 1.51% 13
2022
Q3 		$2.02M Buy
30,589
+9,266
+43% +$676K 1.24% 28
2022
Q2 		$1.46M Buy
21,323
+7,064
+50% +$535K 0.87% 39
2022
Q1 		$1.15M Buy
14,259
+1,293
+10% +$102K 0.64% 50
2021
Q4 		$1.04M Buy
+12,966
New +$1.03M 0.84% 45

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stone Summit Wealth's AVUV Position: Q3 2026 in Review

Stone Summit Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 2% in Q3 2026, buying an estimated $109K and bringing the position to 44,749 shares worth $5.27M. The position accounts for 1.42% of the portfolio, ranked #22.

Stone Summit Wealth first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.05M in Q1 2024. 293 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Stone Summit Wealth held 44,749 shares of Avantis US Small Cap Value ETF worth $5.27M as of Q3 2026.
  • Stone Summit Wealth bought 872 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $109K.
  • Avantis US Small Cap Value ETF made up 1.42% of Stone Summit Wealth's portfolio in Q3 2026, its #22 holding.
  • Stone Summit Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Avantis US Small Cap Value ETF position peaked at $6.05M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.