VWA
AVUV icon

Valued Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Valued Wealth 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 		$35.6M Sell
284,951
-4,011
-1% -$478K 12.92% 2
2026
Q1 		$31.9M Buy
288,962
+9,059
+3% +$997K 12.94% 2
2025
Q4 		$28.5M Buy
279,903
+10,917
+4% +$1.09M 12.55% 3
2025
Q3 		$26.8M Buy
268,986
+21,874
+9% +$2.12M 12.42% 3
2025
Q2 		$22.5M Buy
247,112
+35,932
+17% +$3.1M 11.74% 4
2025
Q1 		$18.4M Buy
211,180
+6,123
+3% +$575K 11.05% 4
2024
Q4 		$19.8M Buy
205,057
+8,847
+5% +$879K 12.4% 2
2024
Q3 		$18.8M Sell
196,210
-3,138
-2% -$293K 12.2% 3
2024
Q2 		$17.9M Buy
199,348
+10,769
+6% +$975K 12.28% 3
2024
Q1 		$17.7M Buy
188,579
+155,659
+473% +$13.8M 12.52% 3
2023
Q4 		$2.57M Buy
+32,920
New +$2.63M 2.37% 9

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Valued Wealth Advisors's AVUV Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.4% in Q2 2026, selling an estimated $478K and leaving 284,951 shares worth $35.6M. The position accounts for 12.92% of the portfolio, ranked #2.

Valued Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Valued Wealth Advisors held 284,951 shares of Avantis US Small Cap Value ETF worth $35.6M as of Q2 2026.
  • Valued Wealth Advisors sold 4,011 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $478K.
  • Avantis US Small Cap Value ETF made up 12.92% of Valued Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Valued Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.