VIPI
AVUV icon

Vista Investment Partners II’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Vista Investment Partners II’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 		$530K Sell
4,248
-714
-14% -$85.2K 0.21% 97
2026
Q1 		$548K Buy
+4,962
New +$546K 0.25% 86

Other funds holding AVUV

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Vista Investment Partners II's AVUV Position: Q2 2026 in Review

Vista Investment Partners II reduced its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2026, selling an estimated $85.2K and leaving 4,248 shares worth $530K. The position accounts for 0.21% of the portfolio, ranked #97.

Vista Investment Partners II first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. The position peaked at $548K in Q1 2026. 564 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Vista Investment Partners II held 4,248 shares of Avantis US Small Cap Value ETF worth $530K as of Q2 2026.
  • Vista Investment Partners II sold 714 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $85.2K.
  • Avantis US Small Cap Value ETF made up 0.21% of Vista Investment Partners II's portfolio in Q2 2026, its #97 holding.
  • Vista Investment Partners II first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Vista Investment Partners II's Avantis US Small Cap Value ETF position peaked at $548K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.