WMWM
AVUV icon

Whitaker-Myers Wealth Managers’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Whitaker-Myers Wealth Managers’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 		$654K Sell
5,245
-820
-14% -$97.8K 0.11% 80
2026
Q1 		$670K Sell
6,065
-346
-5% -$38.1K 0.13% 76
2025
Q4 		$654K Sell
6,411
-2,307
-26% -$231K 0.14% 78
2025
Q3 		$868K Buy
8,718
+83
+1% +$8.03K 0.19% 66
2025
Q2 		$787K Buy
8,635
+314
+4% +$27.1K 0.2% 48
2025
Q1 		$725K Buy
8,321
+196
+2% +$18.4K 0.2% 48
2024
Q4 		$784K Buy
8,125
+133
+2% +$13.2K 0.23% 49
2024
Q3 		$767K Buy
7,992
+1,070
+15% +$100K 0.26% 46
2024
Q2 		$621K Buy
6,922
+893
+15% +$80.9K 0.23% 49
2024
Q1 		$565K Buy
6,029
+196
+3% +$17.3K 0.24% 54
2023
Q4 		$524K Buy
5,833
+309
+6% +$24.7K 0.26% 54
2023
Q3 		$431K Buy
5,524
+102
+2% +$8.2K 0.27% 51
2023
Q2 		$421K Buy
5,422
+310
+6% +$22.8K 0.28% 51
2023
Q1 		$379K Buy
5,112
+264
+5% +$20.7K 0.29% 47
2022
Q4 		$361K Buy
+4,848
New +$365K 0.35% 47

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 $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return