Evergreen Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Evergreen Capital Management’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
2025 Q4	–	Sell	-5,000	Closed	-$498K	–	1429
2025 Q3	$498K	Hold	5,000	–	–	0.01%	663
2025 Q2	$456K	Hold	5,000	–	–	0.01%	594
2025 Q1	$436K	Hold	5,000	–	–	0.01%	562
2024 Q4	$483K	Hold	5,000	–	–	0.02%	522
2024 Q3	$480K	Hold	5,000	–	–	0.02%	517
2024 Q2	$449K	Buy	+5,000	New	+$453K	0.02%	501

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evergreen Capital Management's AVUV Position: Q4 2025 in Review

Evergreen Capital Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 5,000 shares — an estimated $498K sold.

Evergreen Capital Management first reported a position in AVUV in Q2 2024 and held it in 6 quarters. The position peaked at $498K in Q3 2025. 983 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

Evergreen Capital Management reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 5,000 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $498K.
Evergreen Capital Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and held it in 6 quarters.
Evergreen Capital Management's Avantis US Small Cap Value ETF position peaked at $498K in Q3 2025.
983 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.