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W.H. Cornerstone Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

W.H. Cornerstone Investments’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
Q1 		$895K Buy
8,101
+4,989
+160% +$549K 0.56% 38
2025
Q4 		$317K Buy
+3,112
New +$311K 0.19% 87
2025
Q2 		– Sell
-2,863
Closed -$250K – 116
2025
Q1 		$250K Sell
2,863
-12,243
-81% -$1.15M 0.17% 98
2024
Q4 		$1.46M Buy
15,106
+1,100
+8% +$109K 0.97% 20
2024
Q3 		$1.34M Buy
+14,006
New +$1.31M 0.91% 24

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

W.H. Cornerstone Investments's AVUV Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Avantis US Small Cap Value ETF (AVUV) stake by 160% in Q1 2026, buying an estimated $549K and bringing the position to 8,101 shares worth $895K. The position accounts for 0.56% of the portfolio, ranked #38.

W.H. Cornerstone Investments first reported a position in AVUV in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • W.H. Cornerstone Investments held 8,101 shares of Avantis US Small Cap Value ETF worth $895K as of Q1 2026.
  • W.H. Cornerstone Investments bought 4,989 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $549K.
  • Avantis US Small Cap Value ETF made up 0.56% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #38 holding.
  • W.H. Cornerstone Investments first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
  • W.H. Cornerstone Investments's Avantis US Small Cap Value ETF position peaked at $1.46M in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.