CG
AVUV icon

Clarus Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clarus Group’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 		$3.1M Sell
28,047
-877
-3% -$96.6K 1.11% 17
2025
Q4 		$2.95M Sell
28,924
-1,290
-4% -$129K 1.06% 16
2025
Q3 		$3.01M Sell
30,214
-69,491
-70% -$6.72M 1.05% 17
2025
Q2 		$9.08M Sell
99,705
-25,769
-21% -$2.22M 3.34% 8
2025
Q1 		$10.9M Sell
125,474
-9,058
-7% -$851K 4.25% 6
2024
Q4 		$13M Buy
134,532
+55,809
+71% +$5.54M 4.62% 5
2024
Q3 		$7.55M Sell
78,723
-543
-0.7% -$50.8K 3.19% 8
2024
Q2 		$7.11M Buy
79,266
+497
+0.6% +$45K 3.14% 8
2024
Q1 		$7.38M Sell
78,769
-1,130
-1% -$100K 5.17% 5
2023
Q4 		$7.17M Sell
79,899
-2,550
-3% -$204K 5.43% 4
2023
Q3 		$6.43M Buy
82,449
+4,096
+5% +$329K 4.66% 6
2023
Q2 		$6.08M Buy
78,353
+7,088
+10% +$521K 4.44% 8
2023
Q1 		$5.28M Buy
71,265
+16,889
+31% +$1.32M 4.95% 6
2022
Q4 		$4.05M Sell
54,376
-3,004
-5% -$226K 3.56% 11
2022
Q3 		$3.79M Buy
+57,380
New +$4.18M 3.46% 10

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

Clarus Group's AVUV Position: Q1 2026 in Review

Clarus Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3% in Q1 2026, selling an estimated $96.6K and leaving 28,047 shares worth $3.1M. The position accounts for 1.11% of the portfolio, ranked #17.

Clarus Group first reported a position in AVUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $13M in Q4 2024. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Clarus Group held 28,047 shares of Avantis US Small Cap Value ETF worth $3.1M as of Q1 2026.
  • Clarus Group sold 877 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $96.6K.
  • Avantis US Small Cap Value ETF made up 1.11% of Clarus Group's portfolio in Q1 2026, its #17 holding.
  • Clarus Group first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Clarus Group's Avantis US Small Cap Value ETF position peaked at $13M in Q4 2024.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.