Brown Advisory
AVUV icon

Brown Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Brown Advisory’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 		$1.11M Sell
10,048
-361
-3% -$39.7K ﹤0.01% 818
2025
Q4 		$1.06M Buy
10,409
+121
+1% +$12.1K ﹤0.01% 828
2025
Q3 		$1.02M Buy
10,288
+209
+2% +$20.2K ﹤0.01% 828
2025
Q2 		$918K Buy
10,079
+344
+4% +$29.6K ﹤0.01% 831
2025
Q1 		$849K Buy
9,735
+1,411
+17% +$133K ﹤0.01% 821
2024
Q4 		$804K Sell
8,324
-684
-8% -$68K ﹤0.01% 865
2024
Q3 		$864K Buy
9,008
+1,736
+24% +$162K ﹤0.01% 820
2024
Q2 		$652K Buy
7,272
+515
+8% +$46.6K ﹤0.01% 877
2024
Q1 		$633K Buy
6,757
+3,056
+83% +$270K ﹤0.01% 880
2023
Q4 		$332K Sell
3,701
-160
-4% -$12.8K ﹤0.01% 1032
2023
Q3 		$301K Buy
3,861
+18
+0.5% +$1.45K ﹤0.01% 1019
2023
Q2 		$298K Buy
+3,843
New +$283K ﹤0.01% 1015

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 $4.48B 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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory's AVUV Position: Q1 2026 in Review

Brown Advisory reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.5% in Q1 2026, selling an estimated $39.7K and leaving 10,048 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Brown Advisory first reported a position in AVUV in Q2 2023 and has held it in 12 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Brown Advisory held 10,048 shares of Avantis US Small Cap Value ETF worth $1.11M as of Q1 2026.
  • Brown Advisory sold 361 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $39.7K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #818 holding.
  • Brown Advisory first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.