Valley National Advisers’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Valley National Advisers’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	$51.7K	Hold	414	–	–	0.01%	409
2026 Q1	$45K	Sell	414 -138	-25%	-$15.2K	0.01%	414
2025 Q4	$56K	Hold	552	–	–	0.01%	386
2025 Q3	$54K	Hold	552	–	–	0.01%	372
2025 Q2	$50K	Sell	552 -1,216	-69%	-$105K	0.01%	375
2025 Q1	$154K	Buy	+1,768	New	+$166K	0.03%	249

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

Valley National Advisers's AVUV Position: Q2 2026 in Review

Valley National Advisers held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 414 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #409.

Valley National Advisers first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $154K in Q1 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Valley National Advisers held 414 shares of Avantis US Small Cap Value ETF worth $51.7K as of Q2 2026.
Valley National Advisers left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #409 holding.
Valley National Advisers first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Valley National Advisers's Avantis US Small Cap Value ETF position peaked at $154K in Q1 2025.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.