Ken Fisher
AVUV icon

Ken Fisher’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ken Fisher’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 		$2.25M Buy
18,055
+16,161
+853% +$1.93M ﹤0.01% 568
2026
Q1 		$209K Buy
+1,894
New +$209K ﹤0.01% 983
2024
Q3 		– Sell
-2,365
Closed -$212K – 923
2024
Q2 		$212K Buy
+2,365
New +$214K ﹤0.01% 948
2023
Q3 		– Sell
-3,315
Closed -$257K – 1175
2023
Q2 		$257K Buy
+3,315
New +$244K ﹤0.01% 978

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ken Fisher's AVUV Position: Q2 2026 in Review

Ken Fisher increased its Avantis US Small Cap Value ETF (AVUV) stake by 853% in Q2 2026, buying an estimated $1.93M and bringing the position to 18,055 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Ken Fisher first reported a position in AVUV in Q2 2023 and has held it in 4 quarters since. 680 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Ken Fisher held 18,055 shares of Avantis US Small Cap Value ETF worth $2.25M as of Q2 2026.
  • Ken Fisher bought 16,161 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.93M.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #568 holding.
  • Ken Fisher first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 4 quarters since.
  • 680 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.