John Overdeck’s Avantis US Small Cap Value ETF AVUV Stock Holding History

John Overdeck’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	–	Sell	-2,800	Closed	-$286K	–	4582
2025 Q4	$286K	Sell	2,800 -27,700	-91%	-$2.77M	﹤0.01%	3599
2025 Q3	$3.04M	Buy	30,500 +23,700	+349%	+$2.29M	﹤0.01%	1846
2025 Q2	$619K	Sell	6,800 -10,200	-60%	-$879K	﹤0.01%	2489
2025 Q1	$1.48M	Buy	17,000 +13,600	+400%	+$1.28M	﹤0.01%	1931
2024 Q4	$328K	Buy	+3,400	New	+$338K	﹤0.01%	2711
2024 Q3	–	Sell	-12,400	Closed	-$1.11M	–	3112
2024 Q2	$1.11M	Sell	12,400 -900	-7%	-$81.5K	﹤0.01%	1926
2024 Q1	$1.25M	Sell	13,300 -15,300	-53%	-$1.35M	﹤0.01%	1809
2023 Q4	$2.57M	Sell	28,600 -9,100	-24%	-$728K	0.01%	1352
2023 Q3	$2.94M	Buy	+37,700	New	+$3.03M	0.01%	1169

Other funds holding AVUV

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

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

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

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

John Overdeck's AVUV Position: Q1 2026 in Review

John Overdeck sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 2,800 shares — an estimated $286K sold.

John Overdeck first reported a position in AVUV in Q3 2023 and held it in 9 quarters. The position peaked at $3.04M in Q3 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

John Overdeck reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 2,800 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $286K.
John Overdeck first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and held it in 9 quarters.
John Overdeck's Avantis US Small Cap Value ETF position peaked at $3.04M in Q3 2025.
1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.