Tandem Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tandem Capital Management’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
2025 Q2	–	Sell	-4,870	Closed	-$425K	–	113
2025 Q1	$425K	Buy	4,870 +40	+0.8%	+$3.76K	0.24%	84
2024 Q4	$466K	Sell	4,830 -280	-5%	-$27.8K	0.25%	84
2024 Q3	$490K	Hold	5,110	–	–	0.26%	84
2024 Q2	$451K	Buy	5,110 +370	+8%	+$33.5K	0.25%	85
2024 Q1	$444K	Sell	4,740 -200	-4%	-$17.7K	0.25%	88
2023 Q4	$444K	Buy	4,940 +665	+16%	+$53.2K	0.28%	82
2023 Q3	$333K	Sell	4,275 -170	-4%	-$13.7K	0.23%	84
2023 Q2	$345K	Buy	4,445 +50	+1%	+$3.68K	0.22%	85
2023 Q1	$325K	Buy	4,395 +1,255	+40%	+$98.3K	0.23%	80
2022 Q4	$234K	Buy	+3,140	New	+$236K	0.18%	87

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Tandem Capital Management's AVUV Position: Q2 2025 in Review

Tandem Capital Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 4,870 shares — an estimated $425K sold.

Tandem Capital Management first reported a position in AVUV in Q4 2022 and held it in 10 quarters. The position peaked at $490K in Q3 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Tandem Capital Management reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Tandem Capital Management sold 4,870 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $425K.
Tandem Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and held it in 10 quarters.
Tandem Capital Management's Avantis US Small Cap Value ETF position peaked at $490K in Q3 2024.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Tandem Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.