Valeo Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Valeo Financial 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	$568K	Buy	4,553 +1,853	+69%	+$221K	0.01%	415
2026 Q1	$298K	Sell	2,700 -2,454	-48%	-$270K	0.01%	549
2025 Q4	$526K	Buy	5,154 +1,454	+39%	+$145K	0.01%	453
2025 Q3	$368K	Sell	3,700 -357	-9%	-$34.5K	0.01%	538
2025 Q2	$370K	Sell	4,057 -2,366	-37%	-$204K	0.01%	515
2025 Q1	$560K	Sell	6,423 -5,759	-47%	-$541K	0.02%	392
2024 Q4	$1.18M	Buy	12,182 +859	+8%	+$85.3K	0.03%	223
2024 Q3	$1.09M	Buy	+11,323	New	+$1.06M	0.03%	243

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

Valeo Financial Advisors's AVUV Position: Q2 2026 in Review

Valeo Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 69% in Q2 2026, buying an estimated $221K and bringing the position to 4,553 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #415.

Valeo Financial Advisors first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Valeo Financial Advisors held 4,553 shares of Avantis US Small Cap Value ETF worth $568K as of Q2 2026.
Valeo Financial Advisors bought 1,853 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $221K.
Avantis US Small Cap Value ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #415 holding.
Valeo Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Valeo Financial Advisors's Avantis US Small Cap Value ETF position peaked at $1.18M in Q4 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.