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Wealth Architects’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealth Architects’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 		$27.5M Sell
220,640
-2,967
-1% -$354K 2.17% 13
2026
Q1 		$24.7M Buy
223,607
+505
+0.2% +$55.6K 2.2% 14
2025
Q4 		$22.8M Buy
223,102
+23,410
+12% +$2.34M 2.05% 14
2025
Q3 		$19.9M Buy
199,692
+2,258
+1% +$218K 1.88% 17
2025
Q2 		$18M Sell
197,434
-9,099
-4% -$784K 1.83% 16
2025
Q1 		$18M Sell
206,533
-9,354
-4% -$879K 1.99% 14
2024
Q4 		$20.8M Buy
215,887
+12,449
+6% +$1.24M 2.35% 12
2024
Q3 		$19.5M Buy
203,438
+19,421
+11% +$1.82M 2.21% 13
2024
Q2 		$16.5M Buy
184,017
+25,593
+16% +$2.32M 2.02% 16
2024
Q1 		$14.8M Buy
158,424
+13,074
+9% +$1.16M 1.96% 15
2023
Q4 		$13.1M Buy
145,350
+6,848
+5% +$548K 1.83% 17
2023
Q3 		$10.8M Buy
138,502
+14,214
+11% +$1.14M 1.84% 16
2023
Q2 		$9.65M Buy
124,288
+26,731
+27% +$1.97M 1.59% 18
2023
Q1 		$7.23M Buy
97,557
+7,817
+9% +$612K 1.28% 18
2022
Q4 		$6.69M Sell
89,740
-1,131
-1% -$85.1K 1.26% 18
2022
Q3 		$6.01M Buy
90,871
+11,340
+14% +$827K 1.26% 19
2022
Q2 		$5.44M Buy
79,531
+15,367
+24% +$1.16M 1.06% 21
2022
Q1 		$5.12M Sell
64,164
-248
-0.4% -$19.6K 0.87% 22
2021
Q4 		$5.14M Buy
64,412
+38,689
+150% +$3.08M 0.9% 23
2021
Q3 		$1.95M Buy
25,723
+3,250
+14% +$241K 0.38% 34
2021
Q2 		$1.71M Hold
22,473
– – 0.33% 33
2021
Q1 		$1.62M Sell
22,473
-1,299
-5% -$87.1K 0.35% 32
2020
Q4 		$1.35M Buy
23,772
+1,694
+8% +$86.7K 0.31% 34
2020
Q3 		$945K Buy
22,078
+100
+0.5% +$4.32K 0.26% 38
2020
Q2 		$890K Buy
21,978
+4,260
+24% +$158K 0.25% 42
2020
Q1 		$552K Buy
+17,718
New +$801K 0.19% 52

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

Wealth Architects's AVUV Position: Q2 2026 in Review

Wealth Architects reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q2 2026, selling an estimated $354K and leaving 220,640 shares worth $27.5M. The position accounts for 2.17% of the portfolio, ranked #13.

Wealth Architects first reported a position in AVUV in Q1 2020 and has held it in 26 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Wealth Architects held 220,640 shares of Avantis US Small Cap Value ETF worth $27.5M as of Q2 2026.
  • Wealth Architects sold 2,967 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $354K.
  • Avantis US Small Cap Value ETF made up 2.17% of Wealth Architects's portfolio in Q2 2026, its #13 holding.
  • Wealth Architects first reported a position in Avantis US Small Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.