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Joel Greenblatt’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Joel Greenblatt’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 		$798K Buy
6,393
+743
+13% +$88.6K ﹤0.01% 1407
2026
Q1 		$624K Buy
5,650
+1,429
+34% +$157K ﹤0.01% 1439
2025
Q4 		$430K Buy
4,221
+1,912
+83% +$191K ﹤0.01% 1476
2025
Q3 		$230K Buy
+2,309
New +$223K ﹤0.01% 1583

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Joel Greenblatt's AVUV Position: Q2 2026 in Review

Joel Greenblatt increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q2 2026, buying an estimated $88.6K and bringing the position to 6,393 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Joel Greenblatt first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Joel Greenblatt held 6,393 shares of Avantis US Small Cap Value ETF worth $798K as of Q2 2026.
  • Joel Greenblatt bought 743 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $88.6K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1407 holding.
  • Joel Greenblatt first reported a position in Avantis US Small Cap Value ETF in Q3 2025 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 Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.