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

Verus Wealth Management’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	$832K	Buy	6,668 +4,018	+152%	+$479K	0.69%	30
2026 Q1	$293K	Sell	2,650 -52	-2%	-$5.72K	0.27%	46
2025 Q4	$276K	Hold	2,702	–	–	0.26%	47
2025 Q3	$269K	Sell	2,702 -22	-0.8%	-$2.13K	0.25%	50
2025 Q2	$248K	Buy	+2,724	New	+$235K	0.25%	52

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

Verus Wealth Management's AVUV Position: Q2 2026 in Review

Verus Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 152% in Q2 2026, buying an estimated $479K and bringing the position to 6,668 shares worth $832K. The position accounts for 0.69% of the portfolio, ranked #30.

Verus Wealth Management first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Verus Wealth Management held 6,668 shares of Avantis US Small Cap Value ETF worth $832K as of Q2 2026.
Verus Wealth Management bought 4,018 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $479K.
Avantis US Small Cap Value ETF made up 0.69% of Verus Wealth Management's portfolio in Q2 2026, its #30 holding.
Verus Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.