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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

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

Whitaker-Myers Wealth Managers's AVUV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2026, selling an estimated $97.8K and leaving 5,245 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #80.

Whitaker-Myers Wealth Managers first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $868K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 5,245 shares of Avantis US Small Cap Value ETF worth $654K as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 820 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $97.8K.
  • Avantis US Small Cap Value ETF made up 0.11% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #80 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Whitaker-Myers Wealth Managers's Avantis US Small Cap Value ETF position peaked at $868K in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.