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B&D White Capital Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

B&D White Capital Company’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 		$14.3M Buy
129,604
+70,485
+119% +$7.76M 1.77% 16
2025
Q4 		$6.03M Buy
59,119
+33,923
+135% +$3.39M 0.7% 31
2025
Q3 		$2.51M Buy
25,196
+4,717
+23% +$456K 0.32% 44
2025
Q2 		$1.87M Sell
20,479
-150,859
-88% -$13M 0.28% 47
2025
Q1 		$14.9M Buy
171,338
+37,295
+28% +$3.5M 2.2% 14
2024
Q4 		$12.9M Buy
134,043
+23,009
+21% +$2.29M 2.18% 7
2024
Q3 		$10.7M Buy
111,034
+9,762
+10% +$912K 1.84% 13
2024
Q2 		$9.09M Sell
101,272
-165
-0.2% -$14.9K 1.9% 9
2024
Q1 		$9.51M Sell
101,437
-7,161
-7% -$634K 2.11% 11
2023
Q4 		$9.75M Buy
108,598
+248
+0.2% +$19.8K 3.03% 9
2023
Q3 		$8.45M Buy
108,350
+3,612
+3% +$290K 3.15% 10
2023
Q2 		$8.13M Sell
104,738
-102,217
-49% -$7.51M 2.81% 9
2023
Q1 		$15.3M Sell
206,955
-817
-0.4% -$64K 5.2% 4
2022
Q4 		$15.5M Buy
207,772
+6,682
+3% +$503K 3.87% 9
2022
Q3 		$13.3M Buy
201,090
+4,480
+2% +$327K 4.98% 5
2022
Q2 		$13.4M Sell
196,610
-87,450
-31% -$6.62M 5.72% 5
2022
Q1 		$22.7M Buy
284,060
+102,115
+56% +$8.09M 7.23% 4
2021
Q4 		$14.5M Buy
181,945
+13,567
+8% +$1.08M 4.77% 7
2021
Q3 		$12.7M Buy
168,378
+18,385
+12% +$1.36M 4.9% 7
2021
Q2 		$11.4M Buy
149,993
+112,907
+304% +$8.53M 5.07% 3
2021
Q1 		$2.51M Buy
+37,086
New +$2.49M 1.33% 19

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B&D White Capital Company's AVUV Position: Q1 2026 in Review

B&D White Capital Company increased its Avantis US Small Cap Value ETF (AVUV) stake by 119% in Q1 2026, buying an estimated $7.76M and bringing the position to 129,604 shares worth $14.3M. The position accounts for 1.77% of the portfolio, ranked #16.

B&D White Capital Company first reported a position in AVUV in Q1 2021 and has held it in 21 quarters since. The position peaked at $22.7M in Q1 2022. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • B&D White Capital Company held 129,604 shares of Avantis US Small Cap Value ETF worth $14.3M as of Q1 2026.
  • B&D White Capital Company bought 70,485 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $7.76M.
  • Avantis US Small Cap Value ETF made up 1.77% of B&D White Capital Company's portfolio in Q1 2026, its #16 holding.
  • B&D White Capital Company first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • B&D White Capital Company's Avantis US Small Cap Value ETF position peaked at $22.7M in Q1 2022.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.