Wealthcare Advisory Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealthcare Advisory 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	$40M	Buy	320,844 +5,808	+2%	+$693K	0.76%	27
2026 Q1	$34.8M	Sell	315,036 -18,353	-6%	-$2.02M	0.68%	30
2025 Q4	$34M	Buy	333,389 +17,804	+6%	+$1.78M	0.67%	29
2025 Q3	$31.4M	Buy	315,585 +74,765	+31%	+$7.23M	0.65%	30
2025 Q2	$21.9M	Buy	240,820 +116,302	+93%	+$10M	0.5%	40
2025 Q1	$10.9M	Sell	124,518 -7,473	-6%	-$702K	0.29%	71
2024 Q4	$12.7M	Buy	131,991 +10,520	+9%	+$1.05M	0.35%	56
2024 Q3	$11.7M	Buy	121,471 +53,871	+80%	+$5.04M	0.33%	59
2024 Q2	$6.07M	Buy	67,600 +4,163	+7%	+$377K	0.19%	92
2024 Q1	$5.94M	Buy	63,437 +16,770	+36%	+$1.48M	0.19%	92
2023 Q4	$4.19M	Buy	46,667 +4,149	+10%	+$332K	0.17%	104
2023 Q3	$3.31M	Buy	42,518 +2,243	+6%	+$180K	0.15%	111
2023 Q2	$3.13M	Buy	40,275 +20,247	+101%	+$1.49M	0.14%	128
2023 Q1	$1.48M	Buy	20,028 +11,484	+134%	+$899K	0.06%	228
2022 Q4	$637K	Buy	+8,544	New	+$643K	0.03%	364
2022 Q1	–	Sell	-5,158	Closed	-$411K	–	542
2021 Q4	$411K	Sell	5,158 -4,178	-45%	-$333K	0.02%	361
2021 Q3	$706K	Buy	+9,336	New	+$692K	0.05%	253
2021 Q2	–	Sell	-1,400	Closed	-$101K	–	652
2021 Q1	$101K	Buy	+1,400	New	+$93.8K	0.01%	665

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthcare Advisory Partners's AVUV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.8% in Q2 2026, buying an estimated $693K and bringing the position to 320,844 shares worth $40M. The position accounts for 0.76% of the portfolio, ranked #27.

Wealthcare Advisory Partners first reported a position in AVUV in Q1 2021 and has held it in 18 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Wealthcare Advisory Partners held 320,844 shares of Avantis US Small Cap Value ETF worth $40M as of Q2 2026.
Wealthcare Advisory Partners bought 5,808 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $693K.
Avantis US Small Cap Value ETF made up 0.76% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #27 holding.
Wealthcare Advisory Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 18 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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