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UMB Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

UMB Bank’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 		$230K Buy
1,844
+183
+11% +$21.8K ﹤0.01% 693
2026
Q1 		$183K Buy
1,661
+1,409
+559% +$155K ﹤0.01% 720
2025
Q4 		$25.7K Buy
252
+224
+800% +$22.4K ﹤0.01% 1473
2025
Q3 		$2.79K Sell
28
-1,346
-98% -$130K ﹤0.01% 2003
2025
Q2 		$125K Buy
+1,374
New +$118K ﹤0.01% 747
2024
Q3 		– Sell
-27
Closed -$2.42K – 2142
2024
Q2 		$2.42K Buy
+27
New +$2.44K ﹤0.01% 1699
2023
Q4 		– Sell
-68
Closed -$5.3K – 1616
2023
Q3 		$5.3K Buy
+68
New +$5.46K ﹤0.01% 1410

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UMB Bank's AVUV Position: Q2 2026 in Review

UMB Bank increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,844 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

UMB Bank first reported a position in AVUV in Q3 2023 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • UMB Bank held 1,844 shares of Avantis US Small Cap Value ETF worth $230K as of Q2 2026.
  • UMB Bank bought 183 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $21.8K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #693 holding.
  • UMB Bank first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 7 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.