VAG
AVUV icon

VisionPoint Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-315
Closed -$28.3K – 278
2024
Q2 		$28.3K Buy
+315
New +$28.5K 0.01% 349

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VisionPoint Advisory Group's AVUV Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2024, closing a stake of 315 shares — an estimated $28.3K sold.

VisionPoint Advisory Group first reported a position in AVUV in Q2 2024 and held it in 1 quarter. The position peaked at $28.3K in Q2 2024. 707 funds tracked by Wall St. Rank hold AVUV as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Avantis US Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 315 Avantis US Small Cap Value ETF shares in Q3 2024, an estimated $28.3K.
  • VisionPoint Advisory Group first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Avantis US Small Cap Value ETF position peaked at $28.3K in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.