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AVUV icon

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

Berger 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
Q1 		$243K Sell
2,200
-172
-7% -$18.9K 0.01% 408
2025
Q4 		$242K Sell
2,372
-48
-2% -$4.8K 0.01% 416
2025
Q3 		$241K Buy
2,420
+1
+0% +$97 0.01% 393
2025
Q2 		$220K Sell
2,419
-402
-14% -$34.6K 0.01% 391
2025
Q1 		$246K Sell
2,821
-255
-8% -$24K 0.02% 371
2024
Q4 		$297K Buy
+3,076
New +$306K 0.02% 321

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

Berger Financial Group's AVUV Position: Q1 2026 in Review

Berger Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7.3% in Q1 2026, selling an estimated $18.9K and leaving 2,200 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #408.

Berger Financial Group first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Berger Financial Group held 2,200 shares of Avantis US Small Cap Value ETF worth $243K as of Q1 2026.
  • Berger Financial Group sold 172 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $18.9K.
  • Avantis US Small Cap Value ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #408 holding.
  • Berger Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Berger Financial Group's Avantis US Small Cap Value ETF position peaked at $297K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.