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

TCI Wealth 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 		$173M Buy
1,388,724
+175,962
+15% +$21M 7.5% 4
2026
Q1 		$134M Buy
1,212,762
+67,767
+6% +$7.46M 7.11% 4
2025
Q4 		$117M Buy
1,144,995
+111,819
+11% +$11.2M 6.44% 4
2025
Q3 		$103M Buy
1,033,176
+117,722
+13% +$11.4M 6.14% 4
2025
Q2 		$83.4M Buy
915,454
+50,356
+6% +$4.34M 5.71% 4
2025
Q1 		$75.4M Buy
865,098
+62,442
+8% +$5.87M 6.04% 4
2024
Q4 		$77.5M Buy
802,656
+5,008
+0.6% +$498K 6.47% 4
2024
Q3 		$76.5M Buy
797,648
+28,495
+4% +$2.66M 6.45% 4
2024
Q2 		$69M Buy
769,153
+23,034
+3% +$2.09M 6.51% 4
2024
Q1 		$69.9M Buy
746,119
+3,405
+0.5% +$301K 6.89% 4
2023
Q4 		$66.7M Buy
742,714
+16,759
+2% +$1.34M 7.11% 4
2023
Q3 		$56.6M Buy
725,955
+22,980
+3% +$1.85M 7.22% 4
2023
Q2 		$54.6M Buy
702,975
+66,160
+10% +$4.86M 6.97% 4
2023
Q1 		$47.2M Buy
636,815
+34,692
+6% +$2.72M 6.12% 4
2022
Q4 		$44.9M Buy
602,123
+13,388
+2% +$1.01M 6.21% 4
2022
Q3 		$38.9M Buy
588,735
+20,313
+4% +$1.48M 6.3% 4
2022
Q2 		$38.9M Buy
568,422
+29,928
+6% +$2.27M 5.95% 4
2022
Q1 		$43M Buy
538,494
+26,195
+5% +$2.07M 6.44% 4
2021
Q4 		$40.9M Buy
512,299
+33,820
+7% +$2.69M 6.04% 4
2021
Q3 		$36.2M Buy
478,479
+42,947
+10% +$3.18M 5.52% 4
2021
Q2 		$33.1M Buy
435,532
+385,926
+778% +$29.2M 5.6% 4
2021
Q1 		$3.58M Buy
49,606
+36,722
+285% +$2.46M 1.52% 10
2020
Q4 		$732K Buy
12,884
+12,100
+1,543% +$619K 0.33% 70
2020
Q3 		$34K Buy
+784
New +$33.9K 0.01% 366

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

TCI Wealth Advisors's AVUV Position: Q2 2026 in Review

TCI Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, buying an estimated $21M and bringing the position to 1,388,724 shares worth $173M. The position accounts for 7.5% of the portfolio, ranked #4.

TCI Wealth Advisors first reported a position in AVUV in Q3 2020 and has held it in 24 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • TCI Wealth Advisors held 1,388,724 shares of Avantis US Small Cap Value ETF worth $173M as of Q2 2026.
  • TCI Wealth Advisors bought 175,962 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $21M.
  • Avantis US Small Cap Value ETF made up 7.5% of TCI Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • TCI Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.