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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
Q2 		$1.33M Buy
10,647
+2,546
+31% +$304K 0.75% 34
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 $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

W.H. Cornerstone Investments's AVUV Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Avantis US Small Cap Value ETF (AVUV) stake by 31% in Q2 2026, buying an estimated $304K and bringing the position to 10,647 shares worth $1.33M. The position accounts for 0.75% of the portfolio, ranked #34.

W.H. Cornerstone Investments first reported a position in AVUV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2024. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • W.H. Cornerstone Investments held 10,647 shares of Avantis US Small Cap Value ETF worth $1.33M as of Q2 2026.
  • W.H. Cornerstone Investments bought 2,546 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $304K.
  • Avantis US Small Cap Value ETF made up 0.75% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #34 holding.
  • W.H. Cornerstone Investments first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • W.H. Cornerstone Investments's Avantis US Small Cap Value ETF position peaked at $1.46M in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.