Yardley Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Yardley Wealth Management’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	$9.11M	Sell	73,057 -164	-0.2%	-$19.6K	4.14%	11
2026 Q1	$8.09M	Buy	73,221 +725	+1%	+$79.8K	4.14%	11
2025 Q4	$7.39M	Buy	72,496 +2,313	+3%	+$231K	3.93%	12
2025 Q3	$6.99M	Sell	70,183 -3,974	-5%	-$384K	3.9%	12
2025 Q2	$6.76M	Buy	74,157 +1,259	+2%	+$109K	3.69%	13
2025 Q1	$6.36M	Sell	72,898 -13,721	-16%	-$1.29M	3.74%	13
2024 Q4	$8.35M	Buy	86,619 +15,242	+21%	+$1.51M	4.06%	11
2024 Q3	$6.85M	Buy	+71,377	New	+$6.67M	4.06%	12

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yardley Wealth Management's AVUV Position: Q2 2026 in Review

Yardley Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.22% in Q2 2026, selling an estimated $19.6K and leaving 73,057 shares worth $9.11M. The position accounts for 4.14% of the portfolio, ranked #11.

Yardley Wealth Management first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Yardley Wealth Management held 73,057 shares of Avantis US Small Cap Value ETF worth $9.11M as of Q2 2026.
Yardley Wealth Management sold 164 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $19.6K.
Avantis US Small Cap Value ETF made up 4.14% of Yardley Wealth Management's portfolio in Q2 2026, its #11 holding.
Yardley Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.