Baird Financial Group
AVUV icon

Baird Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Baird Financial Group’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 		$28.9M Buy
231,550
+14,189
+7% +$1.69M 0.04% 292
2026
Q1 		$24M Buy
217,361
+56,131
+35% +$6.18M 0.04% 321
2025
Q4 		$16.4M Buy
161,230
+1,004
+0.6% +$100K 0.03% 421
2025
Q3 		$15.9M Sell
160,226
-10,866
-6% -$1.05M 0.03% 428
2025
Q2 		$15.6M Sell
171,092
-18,602
-10% -$1.6M 0.03% 412
2025
Q1 		$16.5M Buy
189,694
+10,735
+6% +$1.01M 0.03% 397
2024
Q4 		$17.3M Buy
178,959
+22,658
+14% +$2.25M 0.03% 381
2024
Q3 		$15M Buy
156,301
+60,279
+63% +$5.63M 0.03% 405
2024
Q2 		$8.62M Buy
96,022
+30,194
+46% +$2.73M 0.02% 528
2024
Q1 		$6.17M Buy
65,828
+4,675
+8% +$414K 0.01% 612
2023
Q4 		$5.49M Buy
61,153
+54,750
+855% +$4.38M 0.01% 638
2023
Q3 		$499K Buy
+6,403
New +$514K ﹤0.01% 1335

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group's AVUV Position: Q2 2026 in Review

Baird Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.5% in Q2 2026, buying an estimated $1.69M and bringing the position to 231,550 shares worth $28.9M. The position accounts for 0.04% of the portfolio, ranked #292.

Baird Financial Group first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Baird Financial Group held 231,550 shares of Avantis US Small Cap Value ETF worth $28.9M as of Q2 2026.
  • Baird Financial Group bought 14,189 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.69M.
  • Avantis US Small Cap Value ETF made up 0.04% of Baird Financial Group's portfolio in Q2 2026, its #292 holding.
  • Baird Financial Group first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.