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

Vista Investment Partners’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	$5.27M	Buy	42,233 +20,344	+93%	+$2.43M	1.33%	22
2026 Q1	$2.42M	Sell	21,889 -21,609	-50%	-$2.38M	0.64%	57
2025 Q4	$4.44M	Buy	43,498 +2,129	+5%	+$213K	1.16%	29
2025 Q3	$4.12M	Buy	41,369 +4,058	+11%	+$393K	1.15%	32
2025 Q2	$3.4M	Buy	37,311 +23,026	+161%	+$1.98M	0.98%	43
2025 Q1	$1.25M	Buy	+14,285	New	+$1.34M	0.38%	73

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

Vista Investment Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 93% in Q2 2026, buying an estimated $2.43M and bringing the position to 42,233 shares worth $5.27M. The position accounts for 1.33% of the portfolio, ranked #22.

Vista Investment Partners first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Vista Investment Partners held 42,233 shares of Avantis US Small Cap Value ETF worth $5.27M as of Q2 2026.
Vista Investment Partners bought 20,344 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.43M.
Avantis US Small Cap Value ETF made up 1.33% of Vista Investment Partners's portfolio in Q2 2026, its #22 holding.
Vista Investment Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.