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 Q3	$542K	Buy	4,599 +46	+1%	+$5.74K	0.01%	440
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Valeo Financial Advisors's AVUV Position: Q3 2026 in Review

Valeo Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1% in Q3 2026, buying an estimated $5.74K and bringing the position to 4,599 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #440.

Valeo Financial Advisors first reported a position in AVUV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2024. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Valeo Financial Advisors held 4,599 shares of Avantis US Small Cap Value ETF worth $542K as of Q3 2026.
Valeo Financial Advisors bought 46 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $5.74K.
Avantis US Small Cap Value ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #440 holding.
Valeo Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
Valeo Financial Advisors's Avantis US Small Cap Value ETF position peaked at $1.18M in Q4 2024.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.