BlueStem Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BlueStem Wealth 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
2026 Q1	$7.22M	Buy	65,349 +14,030	+27%	+$1.54M	0.8%	30
2025 Q4	$5.23M	Buy	51,319 +550	+1%	+$55K	0.58%	34
2025 Q3	$5.05M	Buy	50,769 +735	+1%	+$71.1K	0.58%	28
2025 Q2	$4.56M	Buy	50,034 +5,545	+12%	+$478K	0.56%	26
2025 Q1	$3.88M	Sell	44,489 -2,765	-6%	-$260K	0.53%	27
2024 Q4	$4.56M	Buy	+47,254	New	+$4.69M	0.6%	22

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

BlueStem Wealth Partners's AVUV Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q1 2026, buying an estimated $1.54M and bringing the position to 65,349 shares worth $7.22M. The position accounts for 0.8% of the portfolio, ranked #30.

BlueStem Wealth Partners first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

BlueStem Wealth Partners held 65,349 shares of Avantis US Small Cap Value ETF worth $7.22M as of Q1 2026.
BlueStem Wealth Partners bought 14,030 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.54M.
Avantis US Small Cap Value ETF made up 0.8% of BlueStem Wealth Partners's portfolio in Q1 2026, its #30 holding.
BlueStem Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.