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Tyler-Stone Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tyler-Stone Wealth 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 		$453K Sell
4,970
-342
-6% -$29.5K 0.07% 205
2025
Q1 		$463K Buy
5,312
+247
+5% +$23.2K 0.08% 196
2024
Q4 		$489K Buy
5,065
+255
+5% +$25.3K 0.09% 197
2024
Q3 		$462K Buy
4,810
+2,410
+100% +$225K 0.09% 194
2024
Q2 		$215K Sell
2,400
-264
-10% -$23.9K 0.09% 184
2024
Q1 		$250K Buy
2,664
+554
+26% +$49K 0.11% 169
2023
Q4 		$189K Buy
2,110
+1,036
+96% +$82.9K 0.09% 181
2023
Q3 		$84K Buy
+1,074
New +$86.3K 0.05% 271

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Tyler-Stone Wealth Management's AVUV Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 6.4% in Q2 2025, selling an estimated $29.5K and leaving 4,970 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #205.

Tyler-Stone Wealth Management first reported a position in AVUV in Q3 2023 and has held it in 8 quarters since. The position peaked at $489K in Q4 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Tyler-Stone Wealth Management held 4,970 shares of Avantis US Small Cap Value ETF worth $453K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 342 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $29.5K.
  • Avantis US Small Cap Value ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #205 holding.
  • Tyler-Stone Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
  • Tyler-Stone Wealth Management's Avantis US Small Cap Value ETF position peaked at $489K in Q4 2024.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.