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J.M. Arbour’s Avantis US Small Cap Value ETF AVUV Stock Holding History

J.M. Arbour’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 		$458K Buy
+4,142
New +$456K 0.44% 74

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J.M. Arbour's AVUV Position: Q1 2026 in Review

J.M. Arbour opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 4,142 shares worth $458K. The stake represents 0.44% of the portfolio and ranks #74 among its holdings.

1,058 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • J.M. Arbour held 4,142 shares of Avantis US Small Cap Value ETF worth $458K as of Q1 2026.
  • Avantis US Small Cap Value ETF was a new J.M. Arbour position in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.44% of J.M. Arbour's portfolio in Q1 2026, its #74 holding.
  • 1,058 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.