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

Visionary Horizons’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 Q3	$13.2M	Buy	111,685 +1,593	+1%	+$199K	5.24%	5
2026 Q2	$13.7M	Buy	110,092 +23,863	+28%	+$2.85M	5.74%	4
2026 Q1	$9.5M	Buy	86,229 +7,105	+9%	+$782K	4.69%	4
2025 Q4	$8.07M	Buy	79,124 +4,659	+6%	+$466K	4.17%	5
2025 Q3	$7.41M	Buy	74,465 +3,294	+5%	+$319K	4.14%	4
2025 Q2	$6.48M	Buy	71,171 +9,333	+15%	+$804K	4.1%	4
2025 Q1	$5.39M	Sell	61,838 -16,483	-21%	-$1.55M	3.8%	4
2024 Q4	$7.56M	Buy	78,321 +26,282	+51%	+$2.61M	4.96%	5
2024 Q3	$4.99M	Buy	52,039 +16,565	+47%	+$1.55M	3.34%	6
2024 Q2	$3.18M	Sell	35,474 -5,896	-14%	-$534K	2.33%	10
2024 Q1	$3.68M	Sell	41,370 -64,326	-61%	-$5.69M	2.86%	9
2023 Q4	$9.49M	Buy	+105,696	New	+$8.46M	7.7%	4

Other funds holding AVUV

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Visionary Horizons's AVUV Position: Q3 2026 in Review

Visionary Horizons increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.4% in Q3 2026, buying an estimated $199K and bringing the position to 111,685 shares worth $13.2M. The position accounts for 5.24% of the portfolio, ranked #5.

Visionary Horizons first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q2 2026. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Visionary Horizons held 111,685 shares of Avantis US Small Cap Value ETF worth $13.2M as of Q3 2026.
Visionary Horizons bought 1,593 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $199K.
Avantis US Small Cap Value ETF made up 5.24% of Visionary Horizons's portfolio in Q3 2026, its #5 holding.
Visionary Horizons first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Avantis US Small Cap Value ETF position peaked at $13.7M in Q2 2026.
579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.