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Greenspring Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Greenspring Advisors’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 		$9.02M Buy
81,651
+4,098
+5% +$451K 0.55% 23
2025
Q4 		$7.91M Buy
77,553
+48,568
+168% +$4.86M 0.49% 28
2025
Q3 		$2.88M Buy
+28,985
New +$2.8M 0.51% 15
2025
Q1 		$1.62M Buy
18,617
+2,226
+14% +$209K 0.39% 21
2024
Q4 		$1.58M Buy
16,391
+4,923
+43% +$489K 0.35% 23
2024
Q3 		$1.1M Hold
11,468
– – 0.24% 31
2024
Q2 		$1.03M Buy
11,468
+841
+8% +$76.2K 0.25% 26
2024
Q1 		$996K Buy
10,627
+5,732
+117% +$507K 0.25% 28
2023
Q4 		$440K Sell
4,895
-730
-13% -$58.4K 0.12% 42
2023
Q3 		$438K Hold
5,625
– – 0.14% 37
2023
Q2 		$437K Sell
5,625
-36,696
-87% -$2.7M 0.13% 38
2023
Q1 		$3.13M Buy
42,321
+7,457
+21% +$584K 0.68% 17
2022
Q4 		$2.6M Buy
34,864
+17,336
+99% +$1.3M 0.69% 20
2022
Q3 		$1.16M Buy
17,528
+2,576
+17% +$188K 0.36% 33
2022
Q2 		$1.02M Buy
14,952
+11,483
+331% +$869K 0.3% 39
2022
Q1 		$277K Buy
+3,469
New +$275K 0.07% 84

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

Greenspring Advisors's AVUV Position: Q1 2026 in Review

Greenspring Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.3% in Q1 2026, buying an estimated $451K and bringing the position to 81,651 shares worth $9.02M. The position accounts for 0.55% of the portfolio, ranked #23.

Greenspring Advisors first reported a position in AVUV in Q1 2022 and has held it in 16 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Greenspring Advisors held 81,651 shares of Avantis US Small Cap Value ETF worth $9.02M as of Q1 2026.
  • Greenspring Advisors bought 4,098 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $451K.
  • Avantis US Small Cap Value ETF made up 0.55% of Greenspring Advisors's portfolio in Q1 2026, its #23 holding.
  • Greenspring Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 16 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.