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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
Q3 		$628K Buy
5,330
+85
+2% +$10.6K 0.1% 78
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

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Whitaker-Myers Wealth Managers's AVUV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.6% in Q3 2026, buying an estimated $10.6K and bringing the position to 5,330 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #78.

Whitaker-Myers Wealth Managers first reported a position in AVUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $868K in Q3 2025. 162 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 5,330 shares of Avantis US Small Cap Value ETF worth $628K as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 85 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $10.6K.
  • Avantis US Small Cap Value ETF made up 0.1% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #78 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Avantis US Small Cap Value ETF position peaked at $868K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.