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AVUV icon

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

Visionary Wealth Advisors’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 		$13.4M Buy
107,612
+44,809
+71% +$5.34M 0.53% 46
2026
Q1 		$6.94M Buy
62,803
+7,089
+13% +$781K 0.31% 88
2025
Q4 		$5.68M Buy
55,714
+4,106
+8% +$411K 0.26% 102
2025
Q3 		$5.14M Buy
51,608
+10,432
+25% +$1.01M 0.24% 103
2025
Q2 		$3.75M Sell
41,176
-10,495
-20% -$905K 0.19% 125
2025
Q1 		$4.5M Sell
51,671
-7,669
-13% -$721K 0.27% 99
2024
Q4 		$5.73M Sell
59,340
-591
-1% -$58.7K 0.34% 83
2024
Q3 		$5.75M Buy
59,931
+831
+1% +$77.7K 0.35% 82
2024
Q2 		$5.3M Sell
59,100
-147
-0.2% -$13.3K 0.35% 81
2024
Q1 		$5.55M Buy
59,247
+3,000
+5% +$265K 0.37% 76
2023
Q4 		$5.05M Buy
56,247
+10,572
+23% +$846K 0.37% 75
2023
Q3 		$3.56M Buy
45,675
+14,726
+48% +$1.18M 0.29% 98
2023
Q2 		$2.4M Buy
+30,949
New +$2.28M 0.19% 127
2022
Q3 		– Sell
-3,188
Closed -$218K – 407
2022
Q2 		$218K Buy
+3,188
New +$241K 0.02% 379

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Visionary Wealth Advisors's AVUV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 71% in Q2 2026, buying an estimated $5.34M and bringing the position to 107,612 shares worth $13.4M. The position accounts for 0.53% of the portfolio, ranked #46.

Visionary Wealth Advisors first reported a position in AVUV in Q2 2022 and has held it in 14 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Visionary Wealth Advisors held 107,612 shares of Avantis US Small Cap Value ETF worth $13.4M as of Q2 2026.
  • Visionary Wealth Advisors bought 44,809 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $5.34M.
  • Avantis US Small Cap Value ETF made up 0.53% of Visionary Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Visionary Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.