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AVUV icon

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
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

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stone Summit Wealth's AVUV Position: Q1 2026 in Review

Stone Summit Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q1 2026, selling an estimated $72.9K and leaving 43,741 shares worth $4.83M. The position accounts for 1.34% of the portfolio, ranked #20.

Stone Summit Wealth first reported a position in AVUV in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.05M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Stone Summit Wealth held 43,741 shares of Avantis US Small Cap Value ETF worth $4.83M as of Q1 2026.
  • Stone Summit Wealth sold 662 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $72.9K.
  • Avantis US Small Cap Value ETF made up 1.34% of Stone Summit Wealth's portfolio in Q1 2026, its #20 holding.
  • Stone Summit Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Stone Summit Wealth's Avantis US Small Cap Value ETF position peaked at $6.05M in Q1 2024.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.