Wipfli Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$76.9M	Buy	1,162,613 +105,421	+10%	+$7.69M	5.4%	5
2022 Q2	$72.3M	Sell	1,057,192 -101,934	-9%	-$7.72M	7.86%	5
2022 Q1	$92.6M	Buy	1,159,126 +106,593	+10%	+$8.44M	9.35%	4
2021 Q4	$83.9M	Buy	1,052,533 +65,160	+7%	+$5.19M	9.63%	4
2021 Q3	$74.7M	Buy	987,373 +58,933	+6%	+$4.37M	9.52%	4
2021 Q2	$70.6M	Buy	+928,440	New	+$70.1M	9.96%	4

Other funds holding AVUV

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Wipfli Financial Advisors's AVUV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 10% in Q3 2022, buying an estimated $7.69M and bringing the position to 1,162,613 shares worth $76.9M. The position accounts for 5.4% of the portfolio, ranked #5.

Wipfli Financial Advisors first reported a position in AVUV in Q2 2021 and has held it in 6 quarters since. The position peaked at $92.6M in Q1 2022. 278 funds tracked by Wall St. Rank hold AVUV as of Q3 2022.

Wipfli Financial Advisors held 1,162,613 shares of Avantis US Small Cap Value ETF worth $76.9M as of Q3 2022.
Wipfli Financial Advisors bought 105,421 Avantis US Small Cap Value ETF shares in Q3 2022, an estimated $7.69M.
Avantis US Small Cap Value ETF made up 5.4% of Wipfli Financial Advisors's portfolio in Q3 2022, its #5 holding.
Wipfli Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 6 quarters since.
Wipfli Financial Advisors's Avantis US Small Cap Value ETF position peaked at $92.6M in Q1 2022.
278 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.