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World Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

World Investment 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
2026
Q2 		$5.13M Sell
46,252
-456
-1% -$54.4K 0.09% 255
2026
Q1 		$5.16M Buy
46,708
+6,773
+17% +$746K 0.08% 254
2025
Q4 		$4.07M Buy
39,935
+6,297
+19% +$630K 0.07% 302
2025
Q3 		$3.35M Buy
33,638
+3,113
+10% +$301K 0.07% 295
2025
Q2 		$2.78M Buy
30,525
+8,966
+42% +$773K 0.06% 319
2025
Q1 		$1.88M Buy
+21,559
New +$2.03M 0.05% 362

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

World Investment Advisors's AVUV Position: Q2 2026 in Review

World Investment Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.98% in Q2 2026, selling an estimated $54.4K and leaving 46,252 shares worth $5.13M. The position accounts for 0.09% of the portfolio, ranked #255.

World Investment Advisors first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.16M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • World Investment Advisors held 46,252 shares of Avantis US Small Cap Value ETF worth $5.13M as of Q2 2026.
  • World Investment Advisors sold 456 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $54.4K.
  • Avantis US Small Cap Value ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #255 holding.
  • World Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's Avantis US Small Cap Value ETF position peaked at $5.16M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.