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Brainard Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Brainard Capital Management’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
2023
Q1 		$10.1M Buy
135,792
+4,993
+4% +$391K 7.69% 2
2022
Q4 		$9.75M Buy
+130,799
New +$9.84M 8.26% 2

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brainard Capital Management's AVUV Position: Q1 2023 in Review

Brainard Capital Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.8% in Q1 2023, buying an estimated $391K and bringing the position to 135,792 shares worth $10.1M. The position accounts for 7.69% of the portfolio, ranked #2.

Brainard Capital Management first reported a position in AVUV in Q4 2022 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold AVUV as of Q1 2023.

  • Brainard Capital Management held 135,792 shares of Avantis US Small Cap Value ETF worth $10.1M as of Q1 2023.
  • Brainard Capital Management bought 4,993 Avantis US Small Cap Value ETF shares in Q1 2023, an estimated $391K.
  • Avantis US Small Cap Value ETF made up 7.69% of Brainard Capital Management's portfolio in Q1 2023, its #2 holding.
  • Brainard Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.