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WFA of San Diego’s Avantis US Small Cap Value ETF AVUV Stock Holding History

WFA of San Diego’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 		– Sell
-90
Closed -$9.94K – 117
2026
Q1 		$9.94K Hold
90
– – 0.01% 298
2025
Q4 		$9.18K Hold
90
– – 0.01% 318
2025
Q3 		$8.96K Hold
90
– – 0.01% 331
2025
Q2 		$8.2K Buy
+90
New +$7.76K 0.01% 335
2024
Q3 		$8.64K Hold
90
– – 0.01% 290
2024
Q2 		$8.07K Buy
+90
New +$8.15K 0.01% 293

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
Focus Partners Advisor Solutions
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
Truepoint Inc
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

WFA of San Diego's AVUV Position: Q2 2026 in Review

WFA of San Diego sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 90 shares — an estimated $9.94K sold.

WFA of San Diego first reported a position in AVUV in Q2 2024 and held it in 6 quarters. The position peaked at $9.94K in Q1 2026. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • WFA of San Diego reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 90 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $9.94K.
  • WFA of San Diego first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • WFA of San Diego's Avantis US Small Cap Value ETF position peaked at $9.94K in Q1 2026.
  • 1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.