White Pine Investment Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

White Pine Investment Company’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	$8.24M	Buy	66,063 +892	+1%	+$106K	1.76%	28
2026 Q1	$7.2M	Buy	65,171 +1,460	+2%	+$161K	1.67%	29
2025 Q4	$6.5M	Buy	63,711 +1,520	+2%	+$152K	1.53%	29
2025 Q3	$6.19M	Buy	62,191 +804	+1%	+$77.8K	1.47%	32
2025 Q2	$5.59M	Buy	61,387 +218	+0.4%	+$18.8K	1.4%	34
2025 Q1	$5.33M	Buy	61,169 +1,657	+3%	+$156K	1.44%	32
2024 Q4	$5.75M	Buy	59,512 +2,671	+5%	+$265K	1.55%	28
2024 Q3	$5.45M	Buy	56,841 +1,484	+3%	+$139K	1.5%	31
2024 Q2	$4.97M	Buy	55,357 +4,787	+9%	+$434K	1.46%	30
2024 Q1	$4.74M	Buy	+50,570	New	+$4.47M	1.4%	34

Other funds holding AVUV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

White Pine Investment Company's AVUV Position: Q2 2026 in Review

White Pine Investment Company increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.4% in Q2 2026, buying an estimated $106K and bringing the position to 66,063 shares worth $8.24M. The position accounts for 1.76% of the portfolio, ranked #28.

White Pine Investment Company first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 724 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

White Pine Investment Company held 66,063 shares of Avantis US Small Cap Value ETF worth $8.24M as of Q2 2026.
White Pine Investment Company bought 892 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $106K.
Avantis US Small Cap Value ETF made up 1.76% of White Pine Investment Company's portfolio in Q2 2026, its #28 holding.
White Pine Investment Company first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
724 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.