WPC
AVUV icon

Wedmont Private Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wedmont Private Capital’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 		$11.9M Buy
96,086
+17,942
+23% +$2.14M 0.33% 49
2026
Q1 		$8.97M Buy
78,144
+19
+0% +$2.09K 0.29% 53
2025
Q4 		$8.22M Buy
78,125
+1,780
+2% +$178K 0.29% 51
2025
Q3 		$7.58M Sell
76,345
-1,073
-1% -$104K 0.28% 49
2025
Q2 		$7.34M Sell
77,418
-3,523
-4% -$304K 0.31% 46
2025
Q1 		$6.39M Sell
80,941
-4,051
-5% -$381K 0.33% 49
2024
Q4 		$8.05M Buy
84,992
+9,645
+13% +$958K 0.42% 36
2024
Q3 		$7.19M Buy
75,347
+14,144
+23% +$1.32M 0.41% 40
2024
Q2 		$5.7M Buy
61,203
+9,340
+18% +$846K 0.36% 43
2024
Q1 		$4.78M Buy
51,863
+2,786
+6% +$247K 0.35% 42
2023
Q4 		$4.33M Buy
49,077
+11,363
+30% +$909K 0.35% 38
2023
Q3 		$2.89M Buy
37,714
+8,187
+28% +$658K 0.29% 53
2023
Q2 		$2.35M Buy
29,527
+443
+2% +$32.6K 0.25% 63
2023
Q1 		$2.13M Buy
29,084
+2,149
+8% +$168K 0.28% 60
2022
Q4 		$2.06M Buy
26,935
+22,354
+488% +$1.68M 0.31% 56
2022
Q3 		$303K Buy
4,581
+912
+25% +$66.5K 0.06% 248
2022
Q2 		$251K Buy
+3,669
New +$278K 0.05% 276

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return