Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAG
Bridgewealth Advisory Group’s
Avantis US Small Cap Value ETF
AVUV
Stock Holding History
Bridgewealth Advisory Group’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
$9.12M
Buy
82,587
+6,654
+9%
+$733K
1.89%
17
2025
Q4
$7.74M
Buy
75,933
+10,860
+17%
+$1.09M
1.71%
20
2025
Q3
$6.48M
Buy
65,073
+3,951
+6%
+$382K
1.5%
19
2025
Q2
$5.57M
Buy
61,122
+34,807
+132%
+$3M
1.41%
22
2025
Q1
$2.29M
Sell
26,315
-8,331
-24%
-$783K
3.02%
10
2024
Q4
$3.37M
Buy
34,646
+15,161
+78%
+$1.51M
0.95%
28
2024
Q3
$1.87M
Buy
19,485
+1,249
+7%
+$117K
0.68%
32
2024
Q2
$1.64M
Sell
18,236
-961
-5%
-$87K
0.72%
28
2024
Q1
$1.8M
Buy
19,197
+3,378
+21%
+$299K
0.88%
28
2023
Q4
$1.42M
Buy
15,819
+6,159
+64%
+$493K
1.09%
25
2023
Q3
$753K
Buy
9,660
+3,675
+61%
+$295K
0.92%
25
2023
Q2
$465K
Buy
5,985
+197
+3%
+$14.5K
0.75%
30
2023
Q1
$429K
Buy
5,788
+89
+2%
+$6.97K
0.79%
28
2022
Q4
$425K
Buy
+5,699
New
+$429K
0.83%
27
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
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TI
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
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close