Betterment LLC
AVUV icon

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
Q2 		$23M Buy
184,325
+5,270
+3% +$629K 0.04% 102
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
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

Betterment LLC's AVUV Position: Q2 2026 in Review

Betterment LLC increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, buying an estimated $629K and bringing the position to 184,325 shares worth $23M. The position accounts for 0.04% of the portfolio, ranked #102.

Betterment LLC first reported a position in AVUV in Q3 2021 and has held it in 20 quarters since. 1,141 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Betterment LLC held 184,325 shares of Avantis US Small Cap Value ETF worth $23M as of Q2 2026.
  • Betterment LLC bought 5,270 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $629K.
  • Avantis US Small Cap Value ETF made up 0.04% of Betterment LLC's portfolio in Q2 2026, its #102 holding.
  • Betterment LLC first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.