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

Vance Wealth’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 		$443K Hold
3,547
– – 0.1% 86
2026
Q1 		$392K Sell
3,547
-5
-0.1% -$551 0.11% 81
2025
Q4 		$362K Sell
3,552
-45
-1% -$4.5K 0.11% 86
2025
Q3 		$358K Sell
3,597
-19
-0.5% -$1.84K 0.11% 85
2025
Q2 		$329K Buy
+3,616
New +$312K 0.11% 88

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

Vance Wealth's AVUV Position: Q2 2026 in Review

Vance Wealth held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 3,547 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #86.

Vance Wealth first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Vance Wealth held 3,547 shares of Avantis US Small Cap Value ETF worth $443K as of Q2 2026.
  • Vance Wealth left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.1% of Vance Wealth's portfolio in Q2 2026, its #86 holding.
  • Vance Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.