Betterment LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Betterment LLC’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	$19.8M	Buy	179,055 +3,693	+2%	+$407K	0.04%	101
2025 Q4	$17.9M	Sell	175,362 -8,261	-4%	-$827K	0.03%	102
2025 Q3	$18.3M	Buy	183,623 +4,325	+2%	+$418K	0.04%	100
2025 Q2	$16.3M	Buy	179,298 +14,745	+9%	+$1.27M	0.03%	101
2025 Q1	$14.3M	Buy	164,553 +10,109	+7%	+$950K	0.03%	92
2024 Q4	$14.9M	Buy	154,444 +2,980	+2%	+$296K	0.04%	87
2024 Q3	$14.5M	Buy	151,464 +4,292	+3%	+$401K	0.03%	87
2024 Q2	$13.2M	Buy	147,172 +10,430	+8%	+$945K	0.03%	79
2024 Q1	$12.8M	Buy	136,742 +107,596	+369%	+$9.52M	0.03%	76
2023 Q4	$2.62M	Buy	29,146 +836	+3%	+$66.9K	0.01%	117
2023 Q3	$2.21M	Buy	28,310 +3,737	+15%	+$300K	0.01%	120
2023 Q2	$1.91M	Buy	24,573 +4,568	+23%	+$336K	0.01%	121
2023 Q1	$1.48M	Buy	20,005 +4,678	+31%	+$366K	﹤0.01%	132
2022 Q4	$1.14M	Buy	15,327 +2,709	+21%	+$204K	﹤0.01%	140
2022 Q3	$863K	Hold	12,618	–	–	﹤0.01%	154
2022 Q2	$863K	Buy	12,618 +447	+4%	+$33.8K	﹤0.01%	154
2022 Q1	$972K	Buy	12,171 +495	+4%	+$39.2K	﹤0.01%	142
2021 Q4	$931K	Buy	11,676 +1,516	+15%	+$121K	﹤0.01%	139
2021 Q3	$768K	Buy	+10,160	New	+$753K	﹤0.01%	140

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC's AVUV Position: Q1 2026 in Review

Betterment LLC increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.1% in Q1 2026, buying an estimated $407K and bringing the position to 179,055 shares worth $19.8M. The position accounts for 0.04% of the portfolio, ranked #101.

Betterment LLC first reported a position in AVUV in Q3 2021 and has held it in 19 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Betterment LLC held 179,055 shares of Avantis US Small Cap Value ETF worth $19.8M as of Q1 2026.
Betterment LLC bought 3,693 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $407K.
Avantis US Small Cap Value ETF made up 0.04% of Betterment LLC's portfolio in Q1 2026, its #101 holding.
Betterment LLC first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.