Virginia National Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Virginia National Bank’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
2023 Q3	$232K	Buy	+2,973	New	+$239K	1.06%	30

Other funds holding AVUV

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virginia National Bank's AVUV Position: Q3 2023 in Review

Virginia National Bank opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2023: 2,973 shares worth $232K. The stake represents 1.06% of the portfolio and ranks #30 among its holdings.

451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

Virginia National Bank held 2,973 shares of Avantis US Small Cap Value ETF worth $232K as of Q3 2023.
Avantis US Small Cap Value ETF was a new Virginia National Bank position in Q3 2023.
Avantis US Small Cap Value ETF made up 1.06% of Virginia National Bank's portfolio in Q3 2023, its #30 holding.
451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

Based on Virginia National Bank's 13F filing for Q3 2023, filed 19 Oct 2023.