Trust Company of Vermont’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Trust Company of Vermont’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	$242K	Buy	+1,937	New	+$231K	0.01%	344
2025 Q4	$209K	Buy	2,051 +1,146	+127%	+$115K	0.01%	357
2025 Q3	$90.1K	Sell	905 -12	-1%	-$1.16K	﹤0.01%	469
2025 Q2	$83.5K	Buy	917 +449	+96%	+$38.7K	﹤0.01%	472
2025 Q1	$40.8K	Buy	468 +243	+108%	+$22.8K	﹤0.01%	549
2024 Q4	$21.7K	Hold	225	–	–	﹤0.01%	666
2024 Q3	$21.6K	Hold	225	–	–	﹤0.01%	646
2024 Q2	$20.2K	Buy	225 +35	+18%	+$3.17K	﹤0.01%	611
2024 Q1	$17.8K	Buy	+190	New	+$16.8K	﹤0.01%	639

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

Trust Company of Vermont's AVUV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,937 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in AVUV as recently as Q4 2025.

Trust Company of Vermont first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Trust Company of Vermont held 1,937 shares of Avantis US Small Cap Value ETF worth $242K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Trust Company of Vermont position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #344 holding.
Trust Company of Vermont first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.