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

WealthCollab’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 		$13.1M Buy
104,901
+783
+0.8% +$93.4K 4.74% 5
2026
Q1 		$11.5M Buy
104,118
+4,646
+5% +$512K 4.74% 5
2025
Q4 		$10.1M Buy
99,472
+5,152
+5% +$515K 4.15% 5
2025
Q3 		$9.39M Buy
94,320
+7,106
+8% +$687K 4.31% 5
2025
Q2 		$7.95M Sell
87,214
-28,406
-25% -$2.45M 4.44% 5
2025
Q1 		$10.1M Buy
115,620
+8,094
+8% +$760K 6.22% 3
2024
Q4 		$10.4M Buy
107,526
+6,696
+7% +$665K 6.63% 3
2024
Q3 		$9.67M Buy
100,830
+3,558
+4% +$333K 6.33% 3
2024
Q2 		$8.73M Buy
97,272
+1,902
+2% +$172K 6.27% 3
2024
Q1 		$8.94M Buy
95,370
+7,974
+9% +$706K 6.59% 3
2023
Q4 		$7.85M Buy
+87,396
New +$6.99M 6.12% 4

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

WealthCollab's AVUV Position: Q2 2026 in Review

WealthCollab increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.75% in Q2 2026, buying an estimated $93.4K and bringing the position to 104,901 shares worth $13.1M. The position accounts for 4.74% of the portfolio, ranked #5.

WealthCollab first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • WealthCollab held 104,901 shares of Avantis US Small Cap Value ETF worth $13.1M as of Q2 2026.
  • WealthCollab bought 783 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $93.4K.
  • Avantis US Small Cap Value ETF made up 4.74% of WealthCollab's portfolio in Q2 2026, its #5 holding.
  • WealthCollab first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.