Tanglewood Legacy Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tanglewood Legacy Advisors’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	$5.24K	Hold	42	–	–	﹤0.01%	253
2026 Q1	$4.64K	Hold	42	–	–	﹤0.01%	242
2025 Q4	$4.28K	Buy	+42	New	+$4.2K	﹤0.01%	242
2025 Q1	–	Sell	-65	Closed	-$6.27K	–	297
2024 Q4	$6.27K	Hold	65	–	–	﹤0.01%	265
2024 Q3	$6.24K	Hold	65	–	–	﹤0.01%	252
2024 Q2	$5.83K	Sell	65 -228	-78%	-$20.6K	﹤0.01%	255
2024 Q1	$27.5K	Sell	293 -4,087	-93%	-$362K	0.01%	197
2023 Q4	$393K	Sell	4,380 -2,416	-36%	-$193K	0.21%	60
2023 Q3	$530K	Hold	6,796	–	–	0.32%	46
2023 Q2	$527K	Buy	6,796 +633	+10%	+$46.5K	0.31%	46
2023 Q1	$456K	Buy	+6,163	New	+$483K	0.29%	46

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

Tanglewood Legacy Advisors's AVUV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 42 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Tanglewood Legacy Advisors first reported a position in AVUV in Q1 2023 and has held it in 11 quarters since. The position peaked at $530K in Q3 2023. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Tanglewood Legacy Advisors held 42 shares of Avantis US Small Cap Value ETF worth $5.24K as of Q2 2026.
Tanglewood Legacy Advisors left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #253 holding.
Tanglewood Legacy Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
Tanglewood Legacy Advisors's Avantis US Small Cap Value ETF position peaked at $530K in Q3 2023.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.