BP
AVUV icon

BWM Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BWM Planning’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
Q2 		$45.2M Buy
362,254
+11,925
+3% +$1.42M 10.48% 2
2026
Q1 		$38.7M Buy
350,329
+8,326
+2% +$917K 10.21% 2
2025
Q4 		$34.9M Buy
342,003
+34,241
+11% +$3.43M 9.32% 2
2025
Q3 		$30.6M Buy
307,762
+10,330
+3% +$999K 9.12% 2
2025
Q2 		$27.1M Buy
297,432
+200,510
+207% +$17.3M 9.34% 2
2025
Q1 		$8.45M Buy
96,922
+14,142
+17% +$1.33M 3.58% 10
2024
Q4 		$7.99M Buy
82,780
+9,194
+12% +$913K 3.48% 11
2024
Q3 		$7.06M Buy
+73,586
New +$6.88M 3.13% 12

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

BWM Planning's AVUV Position: Q2 2026 in Review

BWM Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q2 2026, buying an estimated $1.42M and bringing the position to 362,254 shares worth $45.2M. The position accounts for 10.48% of the portfolio, ranked #2.

BWM Planning first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BWM Planning held 362,254 shares of Avantis US Small Cap Value ETF worth $45.2M as of Q2 2026.
  • BWM Planning bought 11,925 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.42M.
  • Avantis US Small Cap Value ETF made up 10.48% of BWM Planning's portfolio in Q2 2026, its #2 holding.
  • BWM Planning first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.