XY Planning Network
AVUV icon

XY Planning Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

XY Planning Network’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 		$3.46M Buy
29,370
+1,770
+6% +$221K 0.37% 61
2026
Q2 		$3.44M Buy
27,600
+4,663
+20% +$556K 0.43% 52
2026
Q1 		$2.54M Sell
22,937
-932
-4% -$103K 0.41% 58
2025
Q4 		$2.43M Sell
23,869
-895
-4% -$89.5K 0.42% 56
2025
Q3 		$2.26M Hold
24,764
– – 0.77% 37
2025
Q2 		$2.26M Buy
24,764
+4,409
+22% +$380K 0.77% 37
2025
Q1 		$1.77M Buy
20,355
+755
+4% +$70.9K 1.18% 26
2024
Q4 		$1.89M Buy
+19,600
New +$1.95M 1.42% 22

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

XY Planning Network's AVUV Position: Q3 2026 in Review

XY Planning Network increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.4% in Q3 2026, buying an estimated $221K and bringing the position to 29,370 shares worth $3.46M. The position accounts for 0.37% of the portfolio, ranked #61.

XY Planning Network first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. 421 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • XY Planning Network held 29,370 shares of Avantis US Small Cap Value ETF worth $3.46M as of Q3 2026.
  • XY Planning Network bought 1,770 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $221K.
  • Avantis US Small Cap Value ETF made up 0.37% of XY Planning Network's portfolio in Q3 2026, its #61 holding.
  • XY Planning Network first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 421 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.