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 Q3	$2.45M	Sell	20,807 -21,426	-51%	-$2.67M	0.64%	54
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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Vista Investment Partners's AVUV Position: Q3 2026 in Review

Vista Investment Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 51% in Q3 2026, selling an estimated $2.67M and leaving 20,807 shares worth $2.45M. The position accounts for 0.64% of the portfolio, ranked #54.

Vista Investment Partners first reported a position in AVUV in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.27M in Q2 2026. 193 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Vista Investment Partners held 20,807 shares of Avantis US Small Cap Value ETF worth $2.45M as of Q3 2026.
Vista Investment Partners sold 21,426 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $2.67M.
Avantis US Small Cap Value ETF made up 0.64% of Vista Investment Partners's portfolio in Q3 2026, its #54 holding.
Vista Investment Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Vista Investment Partners's Avantis US Small Cap Value ETF position peaked at $5.27M in Q2 2026.
193 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.