BOS
AVUV icon

Bingham Osborn & Scarborough’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-8,466
Closed -$640K – 16
2021
Q3 		$640K Buy
8,466
+5,658
+201% +$419K 0.05% 69
2021
Q2 		$213K Buy
+2,808
New +$212K 0.02% 154

Other funds holding AVUV

MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Bingham Osborn & Scarborough's AVUV Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2021, closing a stake of 8,466 shares — an estimated $640K sold.

Bingham Osborn & Scarborough first reported a position in AVUV in Q2 2021 and held it in 2 quarters. The position peaked at $640K in Q3 2021. 195 funds tracked by Wall St. Rank hold AVUV as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Avantis US Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 8,466 Avantis US Small Cap Value ETF shares in Q4 2021, an estimated $640K.
  • Bingham Osborn & Scarborough first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Bingham Osborn & Scarborough's Avantis US Small Cap Value ETF position peaked at $640K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.