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

Brown University’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 Q2	–	Sell	-301,800	Closed	-$26.3M	–	11
2025 Q1	$26.3M	Hold	301,800	–	–	12.18%	4
2024 Q4	$29.1M	Hold	301,800	–	–	12.42%	3
2024 Q3	$29M	Buy	301,800 +55,900	+23%	+$5.22M	11.72%	3
2024 Q2	$22.1M	Hold	245,900	–	–	8.33%	5
2024 Q1	$23M	Hold	245,900	–	–	9.17%	3
2023 Q4	$22.1M	Hold	245,900	–	–	7.97%	3
2023 Q3	$19.2M	Hold	245,900	–	–	7.67%	3
2023 Q2	$19.1M	Buy	+245,900	New	+$18.1M	7.09%	3

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Brown University's AVUV Position: Q2 2025 in Review

Brown University sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 301,800 shares — an estimated $26.3M sold.

Brown University first reported a position in AVUV in Q2 2023 and held it in 8 quarters. The position peaked at $29.1M in Q4 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Brown University reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Brown University sold 301,800 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $26.3M.
Brown University first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and held it in 8 quarters.
Brown University's Avantis US Small Cap Value ETF position peaked at $29.1M in Q4 2024.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Brown University's 13F filing for Q2 2025, filed 8 Aug 2025.