BOC
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 $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bull Oak Capital's AVUV Position: Q2 2026 in Review

Bull Oak Capital increased its Avantis US Small Cap Value ETF (AVUV) stake by 72% in Q2 2026, buying an estimated $3.11M and bringing the position to 62,014 shares worth $7.74M. The position accounts for 2.58% of the portfolio, ranked #9.

Bull Oak Capital first reported a position in AVUV in Q2 2022 and has held it in 14 quarters since. The position peaked at $20.5M in Q4 2023. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Bull Oak Capital held 62,014 shares of Avantis US Small Cap Value ETF worth $7.74M as of Q2 2026.
  • Bull Oak Capital bought 26,056 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.11M.
  • Avantis US Small Cap Value ETF made up 2.58% of Bull Oak Capital's portfolio in Q2 2026, its #9 holding.
  • Bull Oak Capital first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • Bull Oak Capital's Avantis US Small Cap Value ETF position peaked at $20.5M in Q4 2023.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.