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Bull Oak Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bull Oak Capital’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 		$3.97M Buy
35,958
+4,110
+13% +$453K 1.53% 14
2025
Q4 		$3.25M Sell
31,848
-1,549
-5% -$155K 1.33% 15
2025
Q3 		$3.32M Sell
33,397
-17,183
-34% -$1.66M 1.41% 15
2025
Q2 		$4.61M Sell
50,580
-59,540
-54% -$5.13M 2.1% 12
2025
Q1 		$9.6M Sell
110,120
-13,714
-11% -$1.29M 5.23% 5
2024
Q4 		$12M Buy
123,834
+133
+0.1% +$13.2K 6.65% 5
2024
Q3 		$11.9M Buy
+123,701
New +$11.6M 6.82% 5
2024
Q2 		– Sell
-102,370
Closed -$9.59M – 50
2024
Q1 		$9.59M Sell
102,370
-126,303
-55% -$11.2M 6.43% 7
2023
Q4 		$20.5M Sell
228,673
-30,339
-12% -$2.43M 5.28% 5
2023
Q3 		$20.2M Buy
+259,012
New +$20.8M 22.09% 1
2023
Q1 		– Sell
-180,562
Closed -$14.1M – 17
2022
Q4 		$13.5M Buy
180,562
+60,402
+50% +$4.54M 11.36% 3
2022
Q3 		$7.95M Sell
120,160
-99,713
-45% -$7.27M 7.75% 5
2022
Q2 		$15M Buy
+219,873
New +$16.6M 13.9% 4

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

Bull Oak Capital's AVUV Position: Q1 2026 in Review

Bull Oak Capital increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q1 2026, buying an estimated $453K and bringing the position to 35,958 shares worth $3.97M. The position accounts for 1.53% of the portfolio, ranked #14.

Bull Oak Capital first reported a position in AVUV in Q2 2022 and has held it in 13 quarters since. The position peaked at $20.5M in Q4 2023. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Bull Oak Capital held 35,958 shares of Avantis US Small Cap Value ETF worth $3.97M as of Q1 2026.
  • Bull Oak Capital bought 4,110 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $453K.
  • Avantis US Small Cap Value ETF made up 1.53% of Bull Oak Capital's portfolio in Q1 2026, its #14 holding.
  • Bull Oak Capital first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
  • Bull Oak Capital's Avantis US Small Cap Value ETF position peaked at $20.5M in Q4 2023.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.