Advisor OS’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisor OS’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 Q1	$12.7M	Buy	115,325 +39,136	+51%	+$4.31M	0.92%	22
2025 Q4	$7.77M	Sell	76,189 -4,797	-6%	-$480K	0.63%	28
2025 Q3	$8.06M	Sell	80,986 -5,229	-6%	-$506K	0.7%	24
2025 Q2	$7.85M	Sell	86,215 -78,626	-48%	-$6.78M	0.77%	21
2025 Q1	$14.4M	Sell	164,841 -60,586	-27%	-$5.69M	1.64%	13
2024 Q4	$21.8M	Buy	225,427 +5,650	+3%	+$561K	2.52%	7
2024 Q3	$21.1M	Buy	219,777 +60,490	+38%	+$5.65M	2.1%	8
2024 Q2	$14.3M	Sell	159,287 -2,767	-2%	-$251K	1.57%	17
2024 Q1	$15.2M	Buy	+162,054	New	+$14.3M	1.75%	10

Other funds holding AVUV

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor OS's AVUV Position: Q1 2026 in Review

Advisor OS increased its Avantis US Small Cap Value ETF (AVUV) stake by 51% in Q1 2026, buying an estimated $4.31M and bringing the position to 115,325 shares worth $12.7M. The position accounts for 0.92% of the portfolio, ranked #22.

Advisor OS first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.8M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Advisor OS held 115,325 shares of Avantis US Small Cap Value ETF worth $12.7M as of Q1 2026.
Advisor OS bought 39,136 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $4.31M.
Avantis US Small Cap Value ETF made up 0.92% of Advisor OS's portfolio in Q1 2026, its #22 holding.
Advisor OS first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Advisor OS's Avantis US Small Cap Value ETF position peaked at $21.8M in Q4 2024.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.