VFPI
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Vantage Financial Partners (Illinois)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		$9.47M Buy
105,546
+5,578
+6% +$505K 2.35% 14
2024
Q1 		$9.37M Buy
99,968
+26,439
+36% +$2.34M 2.44% 15
2023
Q4 		$6.6M Buy
73,529
+69,562
+1,754% +$5.57M 2.01% 20
2023
Q3 		$309K Buy
+3,967
New +$319K 0.18% 78

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s AVUV Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.6% in Q2 2024, buying an estimated $505K and bringing the position to 105,546 shares worth $9.47M. The position accounts for 2.35% of the portfolio, ranked #14.

Vantage Financial Partners (Illinois) first reported a position in AVUV in Q3 2023 and has held it in 4 quarters since. 649 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 105,546 shares of Avantis US Small Cap Value ETF worth $9.47M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 5,578 Avantis US Small Cap Value ETF shares in Q2 2024, an estimated $505K.
  • Avantis US Small Cap Value ETF made up 2.35% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #14 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 4 quarters since.
  • 649 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.