Blue Investment Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Blue Investment Partners’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
2025 Q2	–	Sell	-66,882	Closed	-$5.83M	–	53
2025 Q1	$5.83M	Sell	66,882 -384	-0.6%	-$36.1K	2.19%	16
2024 Q4	$6.49M	Buy	67,266 +1,998	+3%	+$198K	2.38%	15
2024 Q3	$6.26M	Buy	65,268 +6,099	+10%	+$570K	2.58%	14
2024 Q2	$5.31M	Sell	59,169 -184	-0.3%	-$16.7K	2.41%	16
2024 Q1	$5.56M	Buy	59,353 +47,472	+400%	+$4.2M	2.89%	12
2023 Q4	$1.07M	Buy	+11,881	New	+$951K	0.7%	20
2023 Q2	–	Sell	-27,299	Closed	-$2.02M	–	30
2023 Q1	$2.02M	Sell	27,299 -52,846	-66%	-$4.14M	2.04%	14
2022 Q4	$5.97M	Buy	+80,145	New	+$6.03M	7.42%	2

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Blue Investment Partners's AVUV Position: Q2 2025 in Review

Blue Investment Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 66,882 shares — an estimated $5.83M sold.

Blue Investment Partners first reported a position in AVUV in Q4 2022 and held it in 8 quarters. The position peaked at $6.49M in Q4 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Blue Investment Partners reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Blue Investment Partners sold 66,882 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $5.83M.
Blue Investment Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and held it in 8 quarters.
Blue Investment Partners's Avantis US Small Cap Value ETF position peaked at $6.49M in Q4 2024.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.