Venture Visionary Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Venture Visionary Partners’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	$13.9M	Buy	111,243 +5,923	+6%	+$707K	0.39%	70
2026 Q1	$11.6M	Buy	105,320 +4,890	+5%	+$538K	0.39%	69
2025 Q4	$10.2M	Buy	100,430 +2,748	+3%	+$275K	0.33%	80
2025 Q3	$9.72M	Buy	97,682 +2,297	+2%	+$222K	0.33%	80
2025 Q2	$8.69M	Sell	95,385 -566	-0.6%	-$48.8K	0.33%	76
2025 Q1	$8.36M	Buy	95,951 +1,258	+1%	+$118K	0.35%	76
2024 Q4	$9.14M	Buy	94,693 +15,828	+20%	+$1.57M	0.39%	68
2024 Q3	$7.57M	Buy	78,865 +11,676	+17%	+$1.09M	0.33%	81
2024 Q2	$6.03M	Buy	67,189 +1,988	+3%	+$180K	0.28%	96
2024 Q1	$6.11M	Buy	65,201 +7,309	+13%	+$647K	0.29%	88
2023 Q4	$5.2M	Buy	+57,892	New	+$4.63M	0.27%	93

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

Venture Visionary Partners's AVUV Position: Q2 2026 in Review

Venture Visionary Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.6% in Q2 2026, buying an estimated $707K and bringing the position to 111,243 shares worth $13.9M. The position accounts for 0.39% of the portfolio, ranked #70.

Venture Visionary Partners first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Venture Visionary Partners held 111,243 shares of Avantis US Small Cap Value ETF worth $13.9M as of Q2 2026.
Venture Visionary Partners bought 5,923 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $707K.
Avantis US Small Cap Value ETF made up 0.39% of Venture Visionary Partners's portfolio in Q2 2026, its #70 holding.
Venture Visionary Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.