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West Paces Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

West Paces 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
2026
Q2 		$61.9K Sell
496
-157
-24% -$18.7K 0.01% 250
2026
Q1 		$72.1K Hold
653
– – 0.01% 173
2025
Q4 		$66.6K Hold
653
– – 0.01% 171
2025
Q3 		$65K Hold
653
– – 0.01% 163
2025
Q2 		$59.5K Hold
653
– – 0.01% 166
2025
Q1 		$56.9K Hold
653
– – 0.01% 214
2024
Q4 		$63K Hold
653
– – 0.02% 212
2024
Q3 		$62.7K Buy
653
+27
+4% +$2.52K 0.02% 209
2024
Q2 		$56.2K Buy
626
+28
+5% +$2.54K 0.01% 205
2024
Q1 		$56K Buy
598
+28
+5% +$2.48K 0.01% 215
2023
Q4 		$51.2K Buy
570
+35
+7% +$2.8K 0.01% 216
2023
Q3 		$41.7K Buy
535
+65
+14% +$5.22K 0.01% 228
2023
Q2 		$36.5K Buy
470
+135
+40% +$9.93K 0.01% 247
2023
Q1 		$24.8K Hold
335
– – 0.01% 285
2022
Q4 		$25K Buy
335
+35
+12% +$2.63K 0.01% 270
2022
Q3 		$19.8K Hold
300
– – 0.01% 285
2022
Q2 		$20.5K Hold
300
– – 0.01% 299
2022
Q1 		$24K Hold
300
– – 0.01% 298
2021
Q4 		$23.9K Hold
300
– – 0.01% 296
2021
Q3 		$22.7K Hold
300
– – 0.01% 276
2021
Q2 		$22.8K Hold
300
– – 0.01% 279
2021
Q1 		$21.7K Hold
300
– – 0.01% 257
2020
Q4 		$17.1K Hold
300
– – 0.01% 263
2020
Q3 		$12.8K Hold
300
– – 0.01% 274
2020
Q2 		$12.2K Hold
300
– – 0.01% 293
2020
Q1 		$9.34K Hold
300
– – 0.01% 307
2019
Q4 		$16.3K Buy
+300
New +$15.6K 0.01% 303

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

West Paces Advisors's AVUV Position: Q2 2026 in Review

West Paces Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q2 2026, selling an estimated $18.7K and leaving 496 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #250.

West Paces Advisors first reported a position in AVUV in Q4 2019 and has held it in 27 quarters since. The position peaked at $72.1K in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • West Paces Advisors held 496 shares of Avantis US Small Cap Value ETF worth $61.9K as of Q2 2026.
  • West Paces Advisors sold 157 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $18.7K.
  • Avantis US Small Cap Value ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #250 holding.
  • West Paces Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • West Paces Advisors's Avantis US Small Cap Value ETF position peaked at $72.1K in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.