Fisher Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Fisher Asset 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
2026 Q2	$2.25M	Buy	18,055 +16,161	+853%	+$1.93M	﹤0.01%	568
2026 Q1	$209K	Buy	+1,894	New	+$209K	﹤0.01%	983
2024 Q3	–	Sell	-2,365	Closed	-$212K	–	923
2024 Q2	$212K	Buy	+2,365	New	+$214K	﹤0.01%	948
2023 Q3	–	Sell	-3,315	Closed	-$257K	–	1175
2023 Q2	$257K	Buy	+3,315	New	+$244K	﹤0.01%	978

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fisher Asset Management's AVUV Position: Q2 2026 in Review

Fisher Asset Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 853% in Q2 2026, buying an estimated $1.93M and bringing the position to 18,055 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Fisher Asset Management first reported a position in AVUV in Q2 2023 and has held it in 4 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Fisher Asset Management held 18,055 shares of Avantis US Small Cap Value ETF worth $2.25M as of Q2 2026.
Fisher Asset Management bought 16,161 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.93M.
Avantis US Small Cap Value ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #568 holding.
Fisher Asset Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 4 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.