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AVUV icon

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
2023
Q3 		– Sell
-273,672
Closed -$21.2M – 83
2023
Q2 		$21.2M Buy
273,672
+26,391
+11% +$1.94M 15.54% 2
2023
Q1 		$18.3M Buy
+247,281
New +$19.4M 14.17% 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.