AIM
AVUV icon

Anchor Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Anchor Investment 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
Q1 		$336K Hold
3,045
– – 0.03% 307
2025
Q4 		$311K Hold
3,045
– – 0.03% 316
2025
Q3 		$303K Hold
3,045
– – 0.03% 313
2025
Q2 		$277K Hold
3,045
– – 0.02% 319
2025
Q1 		$265K Hold
3,045
– – 0.02% 326
2024
Q4 		$294K Hold
3,045
– – 0.03% 308
2024
Q3 		$292K Buy
+3,045
New +$285K 0.03% 313

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's AVUV Position: Q1 2026 in Review

Anchor Investment Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 3,045 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #307.

Anchor Investment Management first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Anchor Investment Management held 3,045 shares of Avantis US Small Cap Value ETF worth $336K as of Q1 2026.
  • Anchor Investment Management left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #307 holding.
  • Anchor Investment Management first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.