VH
AVUV icon

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
Q2 		$13.7M Buy
110,092
+23,863
+28% +$2.85M 5.74% 4
2026
Q1 		$9.53M 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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Visionary Horizons's AVUV Position: Q2 2026 in Review

Visionary Horizons increased its Avantis US Small Cap Value ETF (AVUV) stake by 28% in Q2 2026, buying an estimated $2.85M and bringing the position to 110,092 shares worth $13.7M. The position accounts for 5.74% of the portfolio, ranked #4.

Visionary Horizons first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 629 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Visionary Horizons held 110,092 shares of Avantis US Small Cap Value ETF worth $13.7M as of Q2 2026.
  • Visionary Horizons bought 23,863 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.85M.
  • Avantis US Small Cap Value ETF made up 5.74% of Visionary Horizons's portfolio in Q2 2026, its #4 holding.
  • Visionary Horizons first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 629 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.