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Wealthedge Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealthedge Investment Advisors’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
2025
Q2 		– Sell
-5,196
Closed -$453K – 149
2025
Q1 		$453K Buy
+5,196
New +$488K 0.2% 96

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Wealthedge Investment Advisors's AVUV Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 5,196 shares — an estimated $453K sold.

Wealthedge Investment Advisors first reported a position in AVUV in Q1 2025 and held it in 1 quarter. The position peaked at $453K in Q1 2025. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 5,196 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $453K.
  • Wealthedge Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Avantis US Small Cap Value ETF position peaked at $453K in Q1 2025.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.