BIM
AVUV icon

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

Baldwin 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
Q2 		$439K Buy
3,519
+271
+8% +$32.3K 0.04% 173
2026
Q1 		$359K Buy
3,248
+498
+18% +$54.8K 0.04% 176
2025
Q4 		$280K Buy
2,750
+125
+5% +$12.5K 0.03% 188
2025
Q3 		$261K Sell
2,625
-288
-10% -$27.9K 0.03% 190
2025
Q2 		$265K Sell
2,913
-171
-6% -$14.7K 0.03% 186
2025
Q1 		$269K Sell
3,084
-882
-22% -$82.9K 0.03% 184
2024
Q4 		$383K Sell
3,966
-202
-5% -$20.1K 0.05% 165
2024
Q3 		$400K Sell
4,168
-540
-11% -$50.5K 0.05% 164
2024
Q2 		$422K Sell
4,708
-62
-1% -$5.62K 0.06% 159
2024
Q1 		$447K Buy
+4,770
New +$422K 0.06% 161

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

Baldwin Investment Management's AVUV Position: Q2 2026 in Review

Baldwin Investment Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.3% in Q2 2026, buying an estimated $32.3K and bringing the position to 3,519 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #173.

Baldwin Investment Management first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. The position peaked at $447K in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Baldwin Investment Management held 3,519 shares of Avantis US Small Cap Value ETF worth $439K as of Q2 2026.
  • Baldwin Investment Management bought 271 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $32.3K.
  • Avantis US Small Cap Value ETF made up 0.04% of Baldwin Investment Management's portfolio in Q2 2026, its #173 holding.
  • Baldwin Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Baldwin Investment Management's Avantis US Small Cap Value ETF position peaked at $447K in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.