Cerity Partners
AVUV icon

Cerity Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cerity Partners’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 		$9.1M Buy
82,348
+74,374
+933% +$8.19M 0.01% 742
2025
Q4 		$813K Buy
7,974
+1,144
+17% +$114K ﹤0.01% 1819
2025
Q3 		$680K Buy
6,830
+1,359
+25% +$131K ﹤0.01% 1788
2025
Q2 		$498K Buy
5,471
+2,041
+60% +$176K ﹤0.01% 1854
2025
Q1 		$299K Sell
3,430
-1,483
-30% -$139K ﹤0.01% 2019
2024
Q4 		$472K Buy
4,913
+532
+12% +$52.9K ﹤0.01% 1796
2024
Q3 		$420K Buy
+4,381
New +$409K ﹤0.01% 1873
2024
Q1 		– Sell
-54,901
Closed -$4.93M – 2288
2023
Q4 		$4.93M Buy
+54,901
New +$4.39M 0.02% 541
2023
Q1 		– Sell
-4,792
Closed -$357K – 1853
2022
Q4 		$357K Sell
4,792
-2,937
-38% -$221K ﹤0.01% 1083
2022
Q3 		$511K Sell
7,729
-20,956
-73% -$1.53M 0.01% 707
2022
Q2 		$1.96M Sell
28,685
-11,060
-28% -$837K 0.02% 408
2022
Q1 		$62K Buy
39,745
+22,636
+132% +$1.79M ﹤0.01% 911
2021
Q4 		$67K Buy
+17,109
New +$1.36M ﹤0.01% 996

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

Cerity Partners's AVUV Position: Q1 2026 in Review

Cerity Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 933% in Q1 2026, buying an estimated $8.19M and bringing the position to 82,348 shares worth $9.1M. The position accounts for 0.01% of the portfolio, ranked #742.

Cerity Partners first reported a position in AVUV in Q4 2021 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Cerity Partners held 82,348 shares of Avantis US Small Cap Value ETF worth $9.1M as of Q1 2026.
  • Cerity Partners bought 74,374 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $8.19M.
  • Avantis US Small Cap Value ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #742 holding.
  • Cerity Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.