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

SVB 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	$2.08M	Buy	16,658 +681	+4%	+$81.2K	0.13%	142
2026 Q1	$1.77M	Buy	15,977 +1,000	+7%	+$110K	0.12%	142
2025 Q4	$1.53M	Buy	14,977 +1,651	+12%	+$165K	0.09%	165
2025 Q3	$1.33M	Buy	13,326 +3,131	+31%	+$303K	0.07%	194
2025 Q2	$929K	Buy	+10,195	New	+$879K	0.05%	235
2022 Q2	–	Sell	-1,096	Closed	-$87K	–	765
2022 Q1	$87K	Hold	1,096	–	–	﹤0.01%	728
2021 Q4	$87K	Hold	1,096	–	–	﹤0.01%	745
2021 Q3	$82K	Hold	1,096	–	–	﹤0.01%	945
2021 Q2	$83K	Buy	+1,096	New	+$82.8K	﹤0.01%	929

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SVB Wealth's AVUV Position: Q2 2026 in Review

SVB Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.3% in Q2 2026, buying an estimated $81.2K and bringing the position to 16,658 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #142.

SVB Wealth first reported a position in AVUV in Q2 2021 and has held it in 9 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

SVB Wealth held 16,658 shares of Avantis US Small Cap Value ETF worth $2.08M as of Q2 2026.
SVB Wealth bought 681 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $81.2K.
Avantis US Small Cap Value ETF made up 0.13% of SVB Wealth's portfolio in Q2 2026, its #142 holding.
SVB Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 9 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.