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

Bessemer 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	$417K	Buy	3,343 +539	+19%	+$64.3K	﹤0.01%	1215
2026 Q1	$309K	Buy	2,804 +393	+16%	+$43.3K	﹤0.01%	1283
2025 Q4	$246K	Hold	2,411	–	–	﹤0.01%	1309
2025 Q3	$240K	Hold	2,411	–	–	﹤0.01%	1073
2025 Q2	$220K	Hold	2,411	–	–	﹤0.01%	1071
2025 Q1	$210K	Sell	2,411 -65	-3%	-$6.11K	﹤0.01%	1066
2024 Q4	$239K	Sell	2,476 -10,835	-81%	-$1.08M	﹤0.01%	1038
2024 Q3	$1.28M	Buy	+13,311	New	+$1.24M	﹤0.01%	736

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group's AVUV Position: Q2 2026 in Review

Bessemer Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q2 2026, buying an estimated $64.3K and bringing the position to 3,343 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Bessemer Group first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Bessemer Group held 3,343 shares of Avantis US Small Cap Value ETF worth $417K as of Q2 2026.
Bessemer Group bought 539 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $64.3K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1215 holding.
Bessemer Group first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Bessemer Group's Avantis US Small Cap Value ETF position peaked at $1.28M in Q3 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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