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Hill Investment Group Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Hill Investment Group 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 		$30M Buy
271,433
+17,765
+7% +$1.96M 3.31% 10
2025
Q4 		$25.9M Buy
253,668
+11,188
+5% +$1.12M 3.08% 9
2025
Q3 		$24.1M Sell
242,480
-7,495
-3% -$725K 2.94% 10
2025
Q2 		$22.8M Sell
249,975
-44,067
-15% -$3.8M 2.97% 11
2025
Q1 		$25.6M Sell
294,042
-388,168
-57% -$36.5M 3.52% 10
2024
Q4 		$65.9M Buy
682,210
+12,336
+2% +$1.23M 8.83% 2
2024
Q3 		$59.8M Buy
669,874
+16,916
+3% +$1.58M 8.31% 2
2024
Q2 		$63.8M Buy
652,958
+11,637
+2% +$1.05M 8.59% 2
2024
Q1 		$60.1M Buy
641,321
+5,440
+0.9% +$481K 8.49% 3
2023
Q4 		$57.1M Buy
635,881
+31,905
+5% +$2.55M 8.4% 3
2023
Q3 		$47.1M Buy
603,976
+137,233
+29% +$11M 7.83% 3
2023
Q2 		$36.2M Buy
466,743
+42,830
+10% +$3.15M 6.53% 4
2023
Q1 		$31.4M Buy
423,913
+104,583
+33% +$8.19M 6.17% 4
2022
Q4 		$23.8M Buy
319,330
+25,717
+9% +$1.93M 5.76% 5
2022
Q3 		$19.4M Buy
293,613
+9,439
+3% +$688K 5.59% 5
2022
Q2 		$19.4M Buy
284,174
+53,219
+23% +$4.03M 5.42% 7
2022
Q1 		$18.4M Buy
230,955
+176,433
+324% +$14M 6.04% 5
2021
Q4 		$4.35M Buy
54,522
+25,841
+90% +$2.06M 2.54% 6
2021
Q3 		$2.17M Buy
28,681
+7,759
+37% +$575K 1.4% 9
2021
Q2 		$1.59M Buy
+20,922
New +$1.58M 1.32% 9

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 $4.79B AUM 16.42% 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

Hill Investment Group Partners's AVUV Position: Q1 2026 in Review

Hill Investment Group Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 7% in Q1 2026, buying an estimated $1.96M and bringing the position to 271,433 shares worth $30M. The position accounts for 3.31% of the portfolio, ranked #10.

Hill Investment Group Partners first reported a position in AVUV in Q2 2021 and has held it in 20 quarters since. The position peaked at $65.9M in Q4 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Hill Investment Group Partners held 271,433 shares of Avantis US Small Cap Value ETF worth $30M as of Q1 2026.
  • Hill Investment Group Partners bought 17,765 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.96M.
  • Avantis US Small Cap Value ETF made up 3.31% of Hill Investment Group Partners's portfolio in Q1 2026, its #10 holding.
  • Hill Investment Group Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Hill Investment Group Partners's Avantis US Small Cap Value ETF position peaked at $65.9M in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.