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Bowman & Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bowman & Company’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
Q4 		$11.5M Sell
112,904
-8,655
-7% -$866K 4.85% 2
2025
Q3 		$12.1M Sell
121,559
-1,772
-1% -$171K 5.1% 2
2025
Q2 		$11.2M Buy
123,331
+17,140
+16% +$1.48M 5.01% 2
2025
Q1 		$9.26M Buy
+106,191
New +$9.98M 4.55% 3

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bowman & Company's AVUV Position: Q4 2025 in Review

Bowman & Company reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7.1% in Q4 2025, selling an estimated $866K and leaving 112,904 shares worth $11.5M. The position accounts for 4.85% of the portfolio, ranked #2.

Bowman & Company first reported a position in AVUV in Q1 2025 and has held it in 4 quarters since. The position peaked at $12.1M in Q3 2025. 984 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Bowman & Company held 112,904 shares of Avantis US Small Cap Value ETF worth $11.5M as of Q4 2025.
  • Bowman & Company sold 8,655 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $866K.
  • Avantis US Small Cap Value ETF made up 4.85% of Bowman & Company's portfolio in Q4 2025, its #2 holding.
  • Bowman & Company first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
  • Bowman & Company's Avantis US Small Cap Value ETF position peaked at $12.1M in Q3 2025.
  • 984 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.