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

Wealthfront Advisers’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 		$12.5M Buy
100,036
+19,038
+24% +$2.27M 0.02% 235
2026
Q1 		$8.95M Buy
80,998
+8,932
+12% +$983K 0.02% 299
2025
Q4 		$7.35M Sell
72,066
-3
-0% -$300 0.02% 307
2025
Q3 		$7.17M Buy
72,069
+7,723
+12% +$747K 0.02% 311
2025
Q2 		$5.86M Buy
64,346
+11,991
+23% +$1.03M 0.02% 346
2025
Q1 		$4.56M Buy
52,355
+5,413
+12% +$509K 0.01% 375
2024
Q4 		$4.53M Buy
46,942
+1,415
+3% +$141K 0.01% 351
2024
Q3 		$4.37M Buy
45,527
+9,103
+25% +$851K 0.01% 334
2024
Q2 		$3.27M Buy
36,424
+244
+0.7% +$22.1K 0.01% 366
2024
Q1 		$3.39M Buy
36,180
+7,720
+27% +$683K 0.01% 363
2023
Q4 		$2.56M Buy
28,460
+9,682
+52% +$775K 0.01% 405
2023
Q3 		$1.46M Sell
18,778
-189
-1% -$15.2K 0.01% 486
2023
Q2 		$1.47M Buy
18,967
+5,935
+46% +$436K 0.01% 480
2023
Q1 		$965K Buy
13,032
+1,691
+15% +$132K ﹤0.01% 536
2022
Q4 		$845K Buy
11,341
+4,055
+56% +$305K ﹤0.01% 540
2022
Q3 		$482K Buy
7,286
+606
+9% +$44.2K ﹤0.01% 604
2022
Q2 		$457K Sell
6,680
-3,371
-34% -$255K ﹤0.01% 607
2022
Q1 		$803K Buy
+10,051
New +$796K ﹤0.01% 552

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

Wealthfront Advisers's AVUV Position: Q2 2026 in Review

Wealthfront Advisers increased its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q2 2026, buying an estimated $2.27M and bringing the position to 100,036 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #235.

Wealthfront Advisers first reported a position in AVUV in Q1 2022 and has held it in 18 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Wealthfront Advisers held 100,036 shares of Avantis US Small Cap Value ETF worth $12.5M as of Q2 2026.
  • Wealthfront Advisers bought 19,038 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.27M.
  • Avantis US Small Cap Value ETF made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #235 holding.
  • Wealthfront Advisers first reported a position in Avantis US Small Cap Value ETF in Q1 2022 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 Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.