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 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

SFA

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

XY Planning Network's AVUV Position: Q2 2026 in Review

XY Planning Network increased its Avantis US Small Cap Value ETF (AVUV) stake by 20% in Q2 2026, buying an estimated $556K and bringing the position to 27,600 shares worth $3.44M. The position accounts for 0.43% of the portfolio, ranked #52.

XY Planning Network first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

XY Planning Network held 27,600 shares of Avantis US Small Cap Value ETF worth $3.44M as of Q2 2026.
XY Planning Network bought 4,663 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $556K.
Avantis US Small Cap Value ETF made up 0.43% of XY Planning Network's portfolio in Q2 2026, its #52 holding.
XY Planning Network first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.